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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahmoud? Claim Your ProfileMahmoud Ismail is a financial professional with over six years of experience in the industry. Mahmoud is currently registered with Oppenheimer & Co. Inc. as an investment advisor representative and holds the following licenses: Series 27, 28, 99, and SIE. Previously, Mahmoud Ismail was employed by RBC Capital Markets, LLC. Mahmoud Ismail is a highly experienced professional who provides a wide range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
12/21/2023 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NJ
07/29/2017 - 11/16/2023
RBC CAPITAL MARKETS, LLC (Jersey City NJ)
BC
Issued 01/02/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/26/2019
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2017
Series 99 - Operations Professional Examination
Active
Inactive
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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