Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohamad? Claim Your ProfileMohamad Mizyan is a financial advisor who is currently registered with Morgan Stanley and is based in Columbus, OH. Mohamad has been in the financial industry since July 4, 2019, and has experience with J.P. MORGAN SECURITIES LLC. Mohamad is licensed in OH and TX and holds Series 7TO, Series 99TO, Series 24, and Series 66 licenses. Mohamad provides advisory services to individuals, businesses, investment companies, and other clients. In addition to being a financial advisor, Mohamad is also the sole proprietor of Tahara LLC, a cleaning service, and a partner in PLUG2GO LLC, an EV charging solutions company.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
12/04/2024 - Present
Morgan Stanley (Columbus OH)
OH
06/20/2019 - 10/28/2023
J.P. MORGAN SECURITIES LLC (Columbus OH)
BOTH
Issued 08/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/08/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mohamad Mizyan is the right advisor for you? Invested Better is here to help.
