Unclaimed
Mohamed Nasser Hamada is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2022. Mohamed holds multiple licenses and certifications, including the Series 66, Series 7TO, and SIE. Mohamed is registered in 12 states and is active in both Broker-Dealer and Investment Advisor capacities. Mohamed primarily serves high-net-worth individuals and families, as well as corporations and other businesses. Mohamed specializes in a wide range of financial services, including portfolio management, investment advice, and financial planning. Mohamed is committed to providing personalized financial guidance to help clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
06/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ACTON MA)
BOTH
Issued 12/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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