Mehdi Moghni, financial advisor Campbell CA

Mehdi Moghni

CRD Number: 6748001
Current Firm: Fidelity Personal And Workplace Advisors

Mehdi Moghni (CRD# 6748001) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Campbell, CA and has over 3 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Fidelity Brokerage Services LLC Campbell, CA Jan 2017 - Current 4
Fremont Toyota Fremont, CA Nov 2016 - Dec 2016 < 1
Cravoo, Inc. Cupertino, CA Jan 2015 - Oct 2016 1
Veritude San Jose, CA May 2015 - Jan 2016 < 1
Louis Vuitton Moet Hennessy San Jose, CA Jun 2013 - May 2015 1
Tv Box Santa Clara, CA May 2011 - Jul 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Mehdi Moghni
Phone Number: 617-563-7000
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    566,242
    MILLIONS
  • Total Number of Accounts
    1,216,586
    ACCOUNTS
  • Average Account Value
    $465,435
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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