Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mina? Claim Your ProfileMina Ezzat ibrahim Yousif is an investment advisor representative associated with Truist Advisory Services, Inc. Mina Yousif has been active in the financial services industry since January 4, 2023 and is registered to provide investment advice in 53 states and districts. Mina Yousif offers a range of services, including financial planning, portfolio management for individuals and businesses, publication of periodicals, and selection of other advisors. Mina Yousif is also a registered representative with Truist Advisory Services, Inc. and is licensed in Florida to sell securities.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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2
FL
08/21/2023 - Present
Truist Advisory Services, Inc. (ORLANDO FL)
FL
12/20/2022 - 06/10/2023
CHARLES SCHWAB & CO., INC. (Orlando FL)
IA
Issued 08/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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