Mehdi MoghniCRD 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.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|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|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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