Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ashraf? Claim Your ProfileAshraf Mohamad is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Ashraf has been in the securities industry since October 2024. Ashraf has passed the Uniform Combined State Law Examination. The firm's main office is located in New York, New York. Merrill Lynch, Pierce, Fenner & Smith Inc. has offices in Oklahoma City, Oklahoma and New York, New York. The firm manages approximately $10 billion - $50 billion in client assets. The firm provides advisory services such as performance measurement reports, allocation modeling, IPS, research reports and services, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. The firm's client types include insurance companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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OK
01/21/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Oklahoma City OK)
Active
Inactive
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