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Shehadeh Mohammad Mitwalli

Needham & Company, LLC

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About Shehadeh Mohammad Mitwalli

Shehadeh Mohammad Mitwalli is a financial professional with experience in the industry. Shehadeh is currently registered with Needham & Company, LLC and has been a registered representative since 2024. Prior to joining Needham & Company, LLC, Shehadeh worked at CRAIG-HALLUM CAPITAL GROUP LLC. Shehadeh holds several licenses including Series 63, Series 86, Series 87, Series 7TO, and the SIE. Shehadeh is registered in multiple states including California, Massachusetts, Minnesota, and New York.

Firm Information

Shehadeh Mitwalli is currently registered with Needham & Company, LLC. Needham & Company, LLC is a Limited Liability Company formed in 2005 and headquartered in New York, NY. The firm provides securities research and is registered with the SEC and in all 50 states and the District of Columbia.
Needham & Company, LLC

250 PARK AVENUE

NEW YORK, NY 10177

Not reported

Assets Under Management

Not reported

Total Clients

121

Total Financial Advisors

Services Offered

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.

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securities research

Securities research

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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other

Pursuant to csa agreements

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Shehadeh Mitwalli’s Registration & Firm History

NY

07/30/2024 - Present

Needham & Company, LLC (NEW YORK NY)

MN

06/17/2023 - 06/07/2024

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 07/08/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2023

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/24/2023

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/17/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/07/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Shehadeh Mohammad Mitwalli.
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