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Mahmoud Youssef Shammaa

Charles Schwab & CO., Inc.

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About Mahmoud Youssef Shammaa

Mahmoud Shammaa is a financial advisor with Charles Schwab & Co., Inc. Mahmoud is a licensed representative with Series 7 and Series 63 licenses as well as a Series 53 principal license. Mahmoud holds a Series 65 license and has been in the industry since 2012. In addition to working with Charles Schwab & Co., Inc., Mahmoud also has prior experience with International Assets Advisory, LLC.

Firm Information

Mahmoud Shammaa is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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.

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fixed fees

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

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Mahmoud Shammaa’s Registration & Firm History

IL

08/05/2015 - Present

Charles Schwab & CO., Inc. (Chicago IL)

FL

05/27/1999 - 02/21/2002

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

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Licenses & Designations

BC

Issued 07/29/2015

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mahmoud Youssef Shammaa.
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