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Mohamed Mahmoud

PFS Investments Inc.

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About Mohamed Mahmoud

Mohamed Mahmoud is a financial professional with PFS Investments Inc. Mohamed is registered to provide investment advice and services in New York and New Jersey. Mohamed has been in the securities industry since April 2019. Mohamed has passed the Series 63, Series 6TO, and SIE exams. PFS Investments Inc. is a registered investment advisor with approximately $8,461,983,895 in regulatory assets under management. The firm provides investment advice and services to individuals, corporations, high net worth individuals, and charitable organizations.

Firm Information

Mohamed Mahmoud is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

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.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mohamed Mahmoud’s Registration & Firm History

NY

04/02/2019 - Present

PFS Investments Inc. (STATEN ISLAND NY)

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Licenses & Designations

BC

Issued 04/18/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/09/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mohamed Mahmoud.
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