Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohammed? Claim Your ProfileMohammed Moustafa Eid is an investment advisor representative with over 18 years of experience in the financial services industry. Mohammed is currently registered with Cuso Financial Services, LP. Previously, Mohammed was affiliated with SAXONY SECURITIES, INC., Purshe Kaplan Sterling Investments, and CITIGROUP GLOBAL MARKETS INC., among others. Mohammed specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Mohammed has a Series 6, 7, 31, 63 and 66 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.
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.
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.
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2
CA
12/22/2023 - Present
Cuso Financial Services, LP (Laguna Hills CA)
CA
11/17/2021 - 04/14/2023
SAXONY SECURITIES, INC. (Newport Beach CA)
CA
01/28/2021 - 11/17/2021
PURSHE KAPLAN STERLING INVESTMENTS (Newport Beach CA)
CA
06/28/2017 - 12/16/2020
CITIGROUP GLOBAL MARKETS INC. (LAKE FOREST CA)
CA
04/03/2013 - 07/06/2017
J.P. MORGAN SECURITIES LLC (LAKE FOREST CA)
CA
02/14/2012 - 03/16/2012
INVESTACORP, INC. (IRVINE CA)
CA
10/04/2010 - 12/21/2011
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
FL
03/09/2009 - 03/11/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
MA
06/26/2008 - 03/10/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
05/25/2005 - 06/13/2008
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CA
03/02/2005 - 05/12/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NY
11/10/2003 - 11/02/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
05/08/2003 - 09/26/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 12/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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