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Abrahim Kassim

W & S Brokerage Services, Inc.

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About Abrahim Kassim

Abrahim Kassim has been in the financial industry since February 16, 2010. Abrahim has a diverse background with experience working at firms such as J.P. Morgan Securities LLC, Citigroup Global Markets Inc., HSBC Securities (USA) Inc. and Wells Fargo Clearing Services, LLC. Abrahim is currently an active registered representative at W&S Brokerage Services, Inc. and works in the College Park, MD office. Abrahim is registered to offer securities in 15 states.

Firm Information

Abrahim Kassim is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Abrahim Kassim’s Registration & Firm History

MD

10/22/2024 - Present

W&S Brokerage Services, Inc. (COLLEGE PARK MD)

VA

01/13/2022 - 11/01/2023

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (FAIRFAX VA)

VA

12/27/2018 - 12/08/2021

WELLS FARGO CLEARING SERVICES, LLC (LORTON VA)

VA

08/16/2016 - 12/19/2018

HSBC SECURITIES (USA) INC. (ARLINGTON VA)

NY

07/18/2014 - 12/31/2014

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

10/01/2012 - 04/04/2013

J.P. MORGAN SECURITIES LLC (BROOKLYN NY)

NY

02/08/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)

NY

06/28/2005 - 03/16/2009

CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)

NJ

03/15/2004 - 07/06/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 03/14/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Abrahim Kassim.
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