Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohamad? Claim Your ProfileMohamad Ali Atwi is a registered representative and investment advisor representative with HSBC Securities (USA) Inc. Mohamad has been in the financial services industry since 2015. Mohamad is registered to provide advisory services in both Maryland and Virginia. Mohamad is also registered to provide securities services in Maryland and Virginia. Mohamad has a wide range of experience in the financial services industry, including working as a financial advisor and providing investment advice to clients. Mohamad is committed to providing clients with the highest level of service and helping them achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
VA
09/11/2023 - Present
Hsbc Securities (usa) Inc. (Tysons VA)
BOTH
Issued 09/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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