Marwa Mahmoud Shedid
Professional Summary
Marwa Mahmoud Shedid, who also goes by Marwa Mahmoud Shideed, Marwa Shideed, is a registered financial advisor currently at TRC MARKETS LLC located in Mount Pleasant, South Carolina and TOWER PRINCIPAL MARKETS LLC located in Mount Pleasant, South Carolina. Marwa is registered as a RR (Registered Representative) and started their career in finance in 2016. Marwa has worked at 3 firms and has passed the Series 63, Series 57TO, SIE, Series 7 and Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Marwa Mahmoud Shideed, Marwa Shideed
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
Years of Experience
10 years in the financial services industry
Current & Past Employments
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
Current Firm
TOWER PRINCIPAL MARKETS LLC
Contact Information
Main Address
111 Coleman Blvd Suite 404, Mount Pleasant, SC 29464Mailing Address
111 Coleman Blvd Suite 404, Mount Pleasant, SC 29464Phone Number
(917) 388-8644Established
Delaware since 02/24/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TOWER RESEARCH CAPITAL LLC | MEMBER | — |
| CONCANNON, SEAN PATRICK | PRINCIPAL FINANCIAL OFFICER | 5364102 |
| ELLMAN, MICHAEL GREG | PRINCIPAL OPERATIONS OFFICER & FINOP | 5574667 |
| MESTER, THOMAS BRENNER | CHIEF COMPLIANCE OFFICER | 2350593 |
| SHEDID, MARWA MAHMOUD | CHIEF OPERATING OFFFICER | 5470002 |
| WILSON, KENNETH NIXON | CEO | 3014927 |
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
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.
The advisor shows no other business activity.
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
State Registrations and Notice Filings
(11/4/2022)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
CRS (Client Relationship Summary) - BD
Click below to view Marwa Mahmoud Shedid's CRS (Customer Relationship Summary).
Similar Advisors
CONVERGENT FINANCIAL GROUP
ACT ADVISORS
