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Alhassan Nasser Mahmoud

Hoopoe Advisors

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About Alhassan Nasser Mahmoud

Alhassan Nasser Mahmoud is a registered Investment Advisor Representative with Hoopoe Advisors. Alhassan is also a registered Investment Advisor in Massachusetts. Alhassan has been in the financial services industry for over a year. Alhassan has a Series 65, Series 7TO, and SIE license. Alhassan has a strong background in finance and is committed to providing clients with personalized financial advice. Hoopoe Advisors is a financial advisory firm that provides a range of financial services to individuals, families, and businesses. Hoopoe Advisors is committed to helping clients achieve their financial goals.

Firm Information

Alhassan Mahmoud is currently registered with Hoopoe Advisors. Hoopoe Advisors is an investment advisory firm located in Boston, MA. The firm advises individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other investment advisors. The firm offers financial planning and portfolio management services. They manage approximately $402 million in assets. The firm has been registered with the SEC since 2019. They are active on LinkedIn and Instagram.
Hoopoe Advisors

603 MASSACHUSETTS AVENUE

BOSTON, MA 02118

$402.45M

Assets Under Management

Not reported

Total Clients

10

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Alhassan Mahmoud’s Registration & Firm History

NA

08/13/2024 - Present

Hoopoe Advisors (Doha )

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Licenses & Designations

IA

Issued 08/02/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 11/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alhassan Nasser Mahmoud.
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