Invested Better
Unclaimed

Unclaimed

Unclaimed

Jamahl Lodewyk Mahmood

Main Street Financial Solutions, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jamahl? Claim Your Profile

About Jamahl Lodewyk Mahmood

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.

Firm Information

Jamahl Mahmood is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jamahl Mahmood’s Registration & Firm History

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)

Not sure if Jamahl Lodewyk Mahmood is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamahl Lodewyk Mahmood.
Not sure if Jamahl Lodewyk Mahmood is right for you?