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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 Abdelhalem is a financial advisor with over 14 years of experience in the industry. Currently, Mahmoud Abdelhalem is registered with LPL Financial LLC and has been with the firm since February 2008. Prior to that, Mahmoud Abdelhalem was associated with Ameriprise Financial Services, Inc. in San Diego, CA. Mahmoud Abdelhalem is a registered representative in California and holds the Series 6, 7, 24 and 66 licenses. Mahmoud Abdelhalem has a broad range of experience in the financial services industry, with expertise in portfolio management, financial planning, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
02/26/2008 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
10/20/2004 - 03/04/2008
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
10/20/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
02/27/1987 - 08/01/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 12/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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