Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shehab? Claim Your ProfileShehab Farouk Mohammad is a registered investment advisor with Osaic Wealth, Inc. and NWF Advisory Services Inc. Shehab has been in the financial services industry since 1994. Shehab holds a variety of licenses, including Series 6, 7, 24, 53, 63, and 65. Shehab has been registered with FINRA and the state of California since 2000. Shehab provides financial planning, portfolio management, and pension consulting services to individual and institutional clients. Shehab has over 25 years of experience working in the financial services industry.
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.
1
2
CA
07/27/2023 - Present
Osaic Wealth, Inc. (ENCINO CA)
AZ
07/07/1994 - 10/11/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 05/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Shehab Mohammad is the right advisor for you? Invested Better is here to help.
