Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A. Mohammed is a financial advisor with over 28 years of experience in the financial services industry. David has worked with several firms throughout their career. David is currently registered as an Investment Advisor Representative with Cetera Investment Advisers LLC. David holds both Series 63 and 65 licenses, as well as Series 7 and the SIE. David specializes in providing financial planning services, as well as portfolio management for both businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
04/12/2021 - Present
Cetera Investment Advisers LLC (NEW YORK NY)
NY
12/02/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (New York NY)
NY
03/25/2017 - 11/29/2019
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
05/27/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
09/14/2007 - 05/27/2015
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
NY
10/05/1998 - 09/20/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/16/1996 - 11/02/1998
FIRST ALBANY CORPORATION (NEW YORK NY)
NJ
06/23/1994 - 02/20/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NJ
02/09/1994 - 06/23/1994
WEINER ABRAMS & COMPANY, INC. (ENGLEWOOD CLIFFS NJ)
IA
Issued 04/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Mohammed is the right advisor for you? Invested Better is here to help.
