Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gary? Claim Your ProfileGary William Mohamed is a financial advisor with over 27 years of experience in the industry. Gary Mohamed is currently registered with UBS Financial Services Inc. Gary Mohamed has previously worked at various firms including CITIGROUP GLOBAL MARKETS INC., BENJAMIN & JEROLD BROKERAGE I, LLC, MORGAN STANLEY & CO. INCORPORATED, DEUTSCHE BANK SECURITIES INC., CREDIT SUISSE SECURITIES (USA) LLC, ADVEST, INC., LEHMAN BROTHERS INC., SALOMON SMITH BARNEY INC. and PAINEWEBBER INCORPORATED.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NY
10/26/2023 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
05/08/2013 - 03/21/2014
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/01/2011 - 05/05/2011
BENJAMIN & JEROLD BROKERAGE I, LLC (NEW YORK NY)
NY
02/05/2008 - 07/15/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
09/05/2006 - 09/27/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
05/28/2003 - 09/05/2006
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
CT
04/09/2003 - 06/11/2003
ADVEST, INC. (HARTFORD CT)
NY
07/05/2000 - 12/17/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/03/1996 - 06/19/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NJ
01/28/1995 - 04/03/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/16/1991 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 06/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1991
Series 3 - National Commodity Futures Examination
BC
Issued 09/13/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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