Unclaimed
Mohammad Awad-eljied is a financial advisor with Wells Fargo Clearing Services, LLC based in Wichita, KS. Mohammad has been in the financial services industry for over 15 years. Before joining Wells Fargo Clearing Services, LLC, Mohammad worked at BENJAMIN F. EDWARDS & COMPANY, INC. and Edward Jones. Mohammad specializes in providing financial planning, portfolio management, and investment consulting services to individuals and businesses. In addition to his work as a financial advisor, Mohammad is also an active member of the Wichita community. Mohammad serves on the advisory board of the Wichita State University School of Business, where he helps to guide the development of the economics department. Mohammad is a registered representative with the state of Kansas, Texas, and other states. Mohammad is also a registered investment advisor representative in the state of Texas. Mohammad holds a Series 7, 63, and 66 securities license.
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
KS
02/18/2020 - Present
Wells Fargo Clearing Services, LLC (WICHITA KS)
KS
05/20/2011 - 01/28/2020
BENJAMIN F. EDWARDS & COMPANY, INC. (WICHITA KS)
KS
10/14/2005 - 05/24/2011
EDWARD JONES (WICHITA KS)
BOTH
Issued 05/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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