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Syed Mahmoud Khalid

C2M Securities, LLC

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About Syed Mahmoud Khalid

Syed Mahmoud Khalid is a financial professional with over 15 years of experience in the industry. Syed is currently registered with C2M Securities, LLC and holds a Series 7, Series 24, Series 63 and SIE licenses. Prior to joining C2M Securities, LLC, Syed was employed by Morgan Creek Capital Distributors, LLC, Weeden Prime Services, LLC, Lightspeed Professional Trading LLC, and E*TRADE Capital Markets LLC. Syed is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Syed Khalid is currently registered with C2M Securities, LLC. C2M Securities, LLC is a Limited Liability Company formed on June 2, 1995, and is registered in all 50 U.S. states, as well as Puerto Rico and the District of Columbia. The firm has one SEC registration and is approved to conduct business in all 52 jurisdictions.

Not reported

Assets Under Management

Not reported

Total Clients

6

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.

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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Syed Khalid’s Registration & Firm History

VA

08/09/2023 - Present

C2M Securities, LLC (RICHMOND VA)

NC

03/29/2021 - 02/01/2023

MORGAN CREEK CAPITAL DISTRIBUTORS, LLC (CHAPEL HILL NC)

CT

07/25/2008 - 04/25/2019

WEEDEN PRIME SERVICES, LLC. (GREENWICH CT)

NY

12/17/2003 - 07/31/2006

LIGHTSPEED PROFESSIONAL TRADING LLC (NEW YORK NY)

IL

06/29/2005 - 12/31/2005

E*TRADE CAPITAL MARKETS LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 10/29/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/09/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Syed Mahmoud Khalid. Review regulatory record here.
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