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Eric Robert Mohammed

Principal Advised Services

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About Eric Robert Mohammed

Eric Robert Mohammed is a financial advisor with Principal Advised Services. Eric Mohammed has over 9 years of experience in the financial services industry. Eric Mohammed is registered with FINRA, the state of North Carolina and the state of Iowa as a Registered Representative and Investment Advisor Representative. Eric Mohammed is currently based in Matthews, NC and has been registered with Principal Advised Services since 2024. Prior to joining Principal Advised Services, Eric Mohammed was with Wells Fargo Clearing Services, LLC. Eric Mohammed holds the Series 6, 7, 63 and 66 licenses. Eric Mohammed offers investment advice to individuals, other investment advisors and businesses. Eric Mohammed specializes in retirement planning.

Firm Information

Eric Mohammed is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

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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Eric Mohammed’s Registration & Firm History

NC

05/15/2024 - Present

Principal Advised Services (MATTHEWS NC)

NC

02/10/2015 - 04/08/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 05/15/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/16/2016

Series 7 - General Securities Representative Examination

BC

Issued 02/10/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Robert Mohammed.
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