Muna MalikCRD Number: 4442671
Current Firm: J.p. Morgan Securities LLC
Muna Malik (CRD# 4442671) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Katy, TX and has over 14 years of experience in the finance industry. Muna Malik has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Linscomb & Williams
The Goff Financial Group
Hill Investment Group
|Jpmorgan Securities LLC||Sugarland, TX||Nov 2013 - Current||2|
|Champions Real Estate Group||Katy, TX||Aug 2013 - Nov 2013||< 1|
|Aaxy Llc, Austin Mortgage||Austin, TX||Jun 2009 - Nov 2013||4|
|Muna Malik||Houston, TX||Nov 2008 - Nov 2013||5|
|Mml Investors Services||Houston, TX||Apr 2011 - Mar 2012||< 1|
|Massmutual Financial Group||Houston, TX||Apr 2011 - Mar 2012||< 1|
|Mml Investors Services Inc.||Houston, TX||Jul 2008 - Jun 2009||< 1|
|Massmutual||Houston, TX||Jun 2008 - Jun 2009||1|
|Hamara Real Estate LLC||Bradenton, FL||Aug 2006 - Mar 2008||1|
|Qa3 Financial Corp||Sarasota, FL||May 2005 - Jul 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
|S63||Uniform Securities State Law Examination||Dec 2001|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV
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