Nila Mohibi (CRD# 7462830) is an Investment Advisor Representative working at Edward Jones in Naples, FL and has 1 year of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 2305670
Truist Advisory Services, Inc.
CRD# 6796698
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Nov 2021 - Current | 2 |
| Sun Life Financial | Mississauga, | Nov 2018 - Oct 2021 | 2 |
| Rbc | Oakville, | Nov 2015 - Nov 2018 | 3 |
| Unemployed | Oakville, | Jan 2015 - Nov 2015 | < 1 |
| Little Rascals Place | Oakville, | Dec 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- TX
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Total Assets Under Management593,127MILLIONS
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Total Number of Accounts4,558,331ACCOUNTS
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Average Account Value$130,119
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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, VI, VT, WA, WI, WV, WY
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