NB
Nermine Bolos
UNIFIED WEALTH MANAGEMENT LLC
Oldsmar, FL 34677
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CRD#: 5248342
NB
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nermine Magdi Mansour | Nermine M Mansour
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.
Ambassador; Greater Pasco Chamber of Commerce; Investment Related: No; Location: 5443 Main Street. New Port Richey, FL 34652; Description of the business: The Greater Pasco Chamber of Commerce represents local business interests at the state and federal government levels to use the voice of our over 1,000 members to help the businesses in Pasco County.; Responsibilities Duties: Ambassadors actively advocate for the Chamber, communicating the benefits, programs and privileges of becoming a Chamber member. Through enthusiastic Chamber representation, Ambassadors seek opportunities to educate, promote and share the benefits of Chamber membership with the business community.; Start date with business: 2021-08-10; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Westshore Chapter Co-Leader; Power Gals Networking Group; Investment Related: No; Urban Centre 4830 W Kennedy Blvd Tampa FL 33609 USA; Description of the business: Power Gals is a women's networking group that helps promote each other and generate new business. It's a networking group for professional women from various industries. The women that attend these meetings are amazing business women that are growing locally with a passion for connecting & helping their communities.; Responsibilities Duties: 1. Assist PowerGals in the support of the PowerGals mission. 2. Facilitate and Co-lead one PowerGals meeting per month for the Westshore Chapter consistently at the same meeting date and time. 3. Communicate with PowerGals prior to any meeting and regarding any cancellations; Start date with business: 2022-03-10; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0. Nermine Bolos is an Agent of Ash Brokerage; Investment Related: No; Location: 220 Pine Ave N Oldsmar Florida 34677; Description of the business: Insurance marketing organization platform that allows for the solicitation of life insurance to clients and prospective clients; Responsibilities Duties: Provide life insurance quote, recommendations, and placements for clients and prospective clients; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 5. Nermine Bolos is an Agent of Assurity Life Insurance Company; Investment Related; Location:- 2000 Q Street Lincoln Lincoln NE 68503; Start date: 2024-11-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. Nermine Bolos is an Agent at Banner Life & General; Investment related; 3275 Bennett Creek Avenue Frederick Maryland 21704; Start date: 2025-05-15; Description: Life Insurance Company; Responsibilities: Provide quotes, schedule reviews, submit applications, register, and deliver policies; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business. Nermine Bolos is an Agent at Symetra Life Insurance Company; Investment related; 777 108th Ave NE Ste 1200 Bellevue WA 98004-5135; Start date: 2023-11-06; Description: Life Insurance Company; Responsibilities: Provide quotes, review options, assist applications, and support client questions; 2 Hour per month devoted to business during trading hours; 2 Hour per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.
CRS (Client Relationship Summary) - RIA
Click below to view Nermine Bolos's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2021 - Present
UNIFIED WEALTH MANAGEMENT LLC
Office #1: 220 Pine Avenue N Suite A, Oldsmar, FL 34677RIA
CRD#: 284553
Oldsmar, FL
Past
June 3, 2020 - February 2, 2021
W&S BROKERAGE SERVICES, INC.
BD
CRD#: 8099
TAMPA, FL
Past
November 13, 2006 - June 12, 2009
M&T SECURITIES, INC.
BD
CRD#: 17358
SHAMOKIN, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
UNIFIED WEALTH MANAGEMENT LLC
UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC
CRD#: 284553 / SEC#: 801-131522
RIA
Registered Investment Advisory firm - (12/6/2024 Approved)Florida
Registered Investment Advisory firm - (6/19/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/10/2025 Terminated)Texas
Registered Investment Advisory firm - (1/7/2025 Terminated)Virginia
Registered Investment Advisory firm - (1/11/2025 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/2/2021)
IAR
New Jersey(12/12/2024)
IAR
Texas(11/18/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 6/3/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Current Firm
UW
UNIFIED WEALTH MANAGEMENT LLC
UNIFIED WEALTH MANAGEMENT LLC | UNITED WEALTH MANAGEMENT LLC
CRD#: 284553 / SEC#: 801-131522
RIA
Registered Investment Advisory firm - (12/6/2024 Approved)Florida
Registered Investment Advisory firm - (6/19/2025 Terminated)New Jersey
Registered Investment Advisory firm - (1/10/2025 Terminated)Texas
Registered Investment Advisory firm - (1/7/2025 Terminated)Virginia
Registered Investment Advisory firm - (1/11/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
220 Pine Avenue N Suite A, Oldsmar, FL 34677
Mailing Address
Phone number
(727) 216-8051
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 913 |
| AUM (Assets Under Management) | $ 113,036,893 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
UNIFIED WEALTH MANAGEMENT LLC
CRD#: 284553Oldsmar, FL 34677TRUST BUT VERIFY
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