Unclaimed
Jamahl Lodewyk Mahmood is an investment advisor representative with Main Street Financial Solutions, LLC, registered with both FINRA and the SEC. Jamahl has been in the financial services industry since 1998, and holds both Series 6 and Series 7 licenses. Jamal is also a Certified Financial Planner and Chartered Financial Consultant. Jamahl has previously worked with Royal Alliance Associates, Inc. and Northwestern Mutual Investment Services, LLC. In addition to his financial services career, Jamal is also a wedding officiant.
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.
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
NJ
03/11/2020 - Present
Main Street Financial Solutions, LLC (Verona NJ)
NJ
06/28/2010 - 06/03/2015
ROYAL ALLIANCE ASSOCIATES, INC. (ROSELAND NJ)
NJ
07/29/2003 - 05/04/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
WI
09/28/1999 - 05/11/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
08/11/1998 - 05/11/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 09/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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