Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohannad? Claim Your ProfileMohannad Mekawy is a registered investment advisor with Eagle Strategies LLC, located in New York, NY. Mohannad has been active in the industry since June 2017 and has held various positions at JP Morgan Securities LLC and NYLIFE Securities LLC, among others. Mohannad has a strong background in financial services, with expertise in investment management, financial planning, and pension consulting. Mohannad is registered to provide investment advisory services in numerous states across the country. Mohannad is committed to providing clients with personalized financial advice and helping them 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.
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.
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
NY
08/03/2021 - Present
Eagle Strategies LLC (NEW YORK NY)
NY
05/05/2017 - 10/02/2019
J.P. MORGAN SECURITIES LLC (VALLEY STREAM NY)
BOTH
Issued 11/12/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 06/20/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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