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Rashid M

Series 63, Series 65

Houston, TX

Amana Advisors

Rashid Mosley is an advisor at Amana Advisors with credentials including the Series 63 and Series 65 licenses and three years of industry experience. Before founding Amana Advisors in 2023, he worked in diverse fields including trucking and the music industry, and has been a self-employed CPA since 2005. He is also involved in nonprofit work through Blokk Akademy, which provides food programs to at-risk youth, and runs Melanated Millionaire, Inc., an organization for speaking engagements. Amana Advisors is an independent firm offering asset management and advisory services to institutional and pooled-vehicle clients, alongside financial planning and retirement-rollover advice. The firm employs a tailored portfolio management approach using strategic and tactical asset allocation, incorporating fundamental, technical, and charting analysis with regular monitoring and quarterly reviews.

Equity compensation tax strategy Cash flow / budgeting Self-Employed Founder/Business Owner Mid-Career Professionals
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