Amir M. Habib
Professional summary
Amir Mohammed Habib, who also goes by Amir Mohamed Habib, is a registered financial advisor currently at INTEGRATIVE FINANCIAL STRATEGIES .
Amir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Amir has worked at 4 firms and has passed the Series 66, Series 7 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amir Mohammed Habib's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2010 - Present
INTEGRATIVE FINANCIAL STRATEGIES
June 18, 2007 - January 4, 2010
STONEHURST SECURITIES, INC.
June 18, 2007 - January 4, 2010
STONEHURST SECURITIES, INC.
October 15, 2001 - July 2, 2007
PRINCIPAL SECURITIES, INC.
January 23, 2001 - July 2, 2007
PRINCIPAL SECURITIES, INC.
July 5, 1988 - October 23, 1992
SUTRO & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2010)
Exams
Series 2
Date: 5/30/1996
Non-Member General Securities ExaminationCurrent Firm
INTEGRATIVE FINANCIAL STRATEGIES
CRD#: 152068 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 30 |
| AUM (Assets Under Management) | $ 20,000,000 |
Red Flags
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