Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahmoud? Claim Your ProfileMahmoud Mohamed elbagir Osman is a financial advisor with Wellington Funds Distributors Inc., located in Chicago, IL. Mahmoud holds Series 7 and 63 licenses, as well as the SIE exam. Mahmoud has over 5 years of experience in the financial industry, having previously worked at J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. in New York, NY. Mahmoud is registered in 51 states to provide securities-related services to clients.
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.
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.
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2
IL
03/09/2022 - Present
Wellington Funds Distributors Inc. (CHICAGO IL)
NY
09/06/2017 - 01/22/2022
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
BC
Issued 11/22/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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