Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohamed? Claim Your ProfileMohamed Bendary is an investment advisor representative at Beacon Pointe Advisors, LLC. Mohamed has been in the industry since 2019 and has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Mohamed specializes in providing financial planning and investment advice to individuals, corporations, and institutions. Beacon Pointe Advisors is a registered investment advisor with offices in Newport Beach, CA and Roseland, NJ.
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.
Consulting services
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.
1
2
CA
01/08/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
Active
Inactive
Not sure Mohamed Bendary is the right advisor for you? Invested Better is here to help.
