Unclaimed
Mohammed Darwish is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has been employed since February 2022. Mohammed has been in the financial industry for over a decade, having worked with a variety of institutions such as Bank of America, N.A. and Wells Fargo, N.A. Mohammed holds a Series 66, Series 7TO and SIE licenses. He is registered in Alaska, Arizona, Colorado, Florida, Iowa, Michigan, Minnesota, Nebraska, North Dakota, South Dakota, Texas and Wisconsin, making him a valuable resource to clients who may have investments across the country. Mohammed is dedicated to helping clients achieve their financial goals, offering a comprehensive range of services to meet their needs.
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
MN
07/26/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EAGAN MN)
BOTH
Issued 06/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/25/2022
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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