Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohamed? Claim Your ProfileMohamed Cherif is a financial advisor with Wells Fargo Clearing Services, LLC. Mohamed has over 10 years of experience in the financial services industry, and is registered in 53 states and jurisdictions. Mohamed is a licensed securities professional, and has passed the Series 6, Series 7TO, Series 63, Series 66, and SIE exams. Mohamed is also registered as an Investment Advisor Representative in Texas and North Carolina. Mohamed is dedicated to providing clients with personalized financial advice and guidance.
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.
Investment consulting services to institutional clients
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.
1
2
NC
09/10/2020 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
MA
04/07/2014 - 09/18/2017
PEOPLE'S SECURITIES, INC. (LOWELL MA)
MA
09/30/2009 - 10/20/2010
LPL FINANCIAL CORPORATION (TEWKSBURY MA)
BOTH
Issued 12/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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