Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahmoud? Claim Your ProfileMahmoud Kwamina Hantour is a financial professional with over 20 years of experience in the industry. Mahmoud is a Registered Representative and Investment Advisor Representative currently registered with Avantax Advisory Services. Mahmoud has previously worked with firms such as Nationwide Securities, LLC, 1717 Capital Management Company and H.D. Vest Investment Services. Mahmoud is a Certified Financial Planner and holds the Series 7, Series 63 and SIE licenses. Mahmoud specializes in providing financial planning, investment management, and tax preparation services to individuals, families, and businesses. Mahmoud has also been involved in other business ventures including, computer consulting, insurance sales and rental property management.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
08/25/2021 - Present
Avantax Advisory Services (ROSEDALE NY)
NY
08/01/2008 - 08/04/2010
NATIONWIDE SECURITIES, LLC (ROSEDALE NY)
NY
03/13/2006 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (ROSEDALE NY)
TX
01/30/2003 - 06/10/2004
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BC
Issued 01/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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