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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mohannad? Claim Your ProfileMohannad Saleh Alrashed is a financial advisor registered with Morgan Stanley. Mohannad has been in the financial industry since 2019. Mohannad has worked with J.P. Morgan Securities LLC and E*TRADE Securities LLC. Mohannad has passed the Series 3, Series 63, Series 7TO, Series 9, and Series 66 exams and is licensed in multiple states. Mohannad provides investment advice, financial planning, pension consulting, asset allocation advice, and educational seminars to a variety of clients, including individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and pension and profit-sharing plans. Mohannad is dedicated to providing his clients with the highest quality of service 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
05/24/2024 - Present
Morgan Stanley (Chicago IL)
IL
04/18/2022 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
05/15/2019 - 04/02/2022
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BOTH
Issued 05/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2023
Series 3 - National Commodity Futures Examination
BC
Issued 05/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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