RM
Rashid Mosley
AMANA ADVISORS
Houston, TX
Some features on this profile are disabled
CRD#: 7714353
RM
Professional summary
Rashid Mosley is a registered financial advisor currently at AMANA ADVISORS located in Houston, Texas.
Rashid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Rashid has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Scanner, Inc, not investment related, real estate holding company, owner, Houston TX,, 2015 to Present, 0 hours devoted during trading hours. Melanated Millionaire, Inc., not investment related, , owner, entity extabished to provide speaking engagements Houston TX, 2017-to Present, 0 hours devoted during trading hours. Blokk Akademy non-profit entity that services a food program to at risk youth, Los Angeles, CA, 2017- current, 0 hours, devoted during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Rashid Mosley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 17, 2023 - Present
AMANA ADVISORS
RIA
CRD#: 325301
Houston, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(7/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AA
AMANA ADVISORS
AMANA ADVISORS | AMANA ADVISORS LLC
CRD#: 325301 / SEC#:
Texas
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Contact information
Main Address
Houston, TX
Mailing Address
16015 Cairnway Dr Ste 841961, Houston, TX 77284
Phone number
(323) 786-3563
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
