Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohamed? Claim Your ProfileMohamed Alsoraimi is a financial advisor with Kingswood Wealth Advisors, LLC based in San Diego, CA. Mohamed has over 10 years of experience in the financial industry. Mohamed specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Hourly consulting
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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CA
01/04/2018 - Present
Kingswood Wealth Advisors, LLC (SAN DIEGO CA)
CA
06/22/2020 - 01/17/2024
EF HUTTON LLC (San Diego CA)
NY
01/04/2018 - 12/18/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (CLARENCE NY)
CA
07/21/2017 - 12/15/2017
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
04/06/2015 - 12/15/2017
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
10/16/2014 - 03/27/2015
SAGEPOINT FINANCIAL, INC. (SAN DIEGO CA)
CA
01/14/2008 - 02/23/2009
TD AMERITRADE, INC. (SAN DIEGO CA)
MI
05/08/2007 - 08/23/2007
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 02/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2018
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/11/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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