Nermine Bolos
Professional Summary
Nermine Bolos, who also goes by Nermine Magdi Mansour, Nermine M Mansour, is a registered financial advisor currently at UNIFIED WEALTH MANAGEMENT LLC located in Oldsmar, Florida. Nermine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Nermine has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Nermine Magdi Mansour, Nermine M Mansour
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
20 years in the financial services industry
Current & Past Employments
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Current Firm
UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC
Contact Information
Main Address
220 Pine Avenue N Suite A, Oldsmar, FL 34677Phone Number
(727) 216-8051# of Employees
2SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
972AUM (Assets Under Management)
$151,261,565Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(6/2/2021)
(12/12/2024)
(11/18/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2020About the Series 6TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2006About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Nermine Bolos's CRS (Customer Relationship Summary).
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