MA
Mohammad Amer
VOYA FINANCIAL ADVISORS
Frederick, MD
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CRD#: 6877069
MA
Professional summary
Mohammad Amer, who also goes by Mohammad Said Amer, is a registered financial advisor currently at VOYA FINANCIAL ADVISORS, INC. located in Frederick, Maryland.
Mohammad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Mohammad has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mohammad Said Amer
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.
RENTAL PROPERTY POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 741 Pine Ave, Frederick MD 21701, United States DESCRIPTION: Collect rent and provide property management for 6 homes. AMER FINANCIAL GROUP POSITION: Principal / CEO NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/10/2023 ADDRESS: 741 Pine Ave, Frederick MD 21701, United States DESCRIPTION: Sales and solicitation of investment products. MOHAMMAD AMER POSITION: Independent Insurance Agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 08/16/2023 ADDRESS: 741 Pine Ave, Frederick MD 21701, United States DESCRIPTION: Life, disability, long term care, fixed annuities, fixed insurance products. AMER REALTY 172, LLC POSITION: owner NATURE: -132 checko ct, martinsburg wv 25401 two rental properties INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 741 Pine Ave, Frederick MD 21701, United States DESCRIPTION: Rent houses to individuals. RENTAL PROPERTY POSITION: Owner NATURE: Rental Property ADDRESS: MARYLAND INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2012 ADDRESS: 741 Pine Ave, Frederick MD 21701, United States DESCRIPTION: Collect rent and provide property management for 3 homes. AMER PROPERTIES 20 POSITION: owner NATURE: renting home to individuals. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 741 pine ave, frederick MD 21701, United States DESCRIPTION: owner/ rent properties
CRS (Client Relationship Summary) - RIA
Click below to view Mohammad Amer's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Mohammad Amer'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
May 10, 2024 - Present
VOYA FINANCIAL ADVISORS, INC.
RIA
BD
CRD#: 2882
Frederick, MD
Current
July 25, 2023 - Present
VOYA FINANCIAL ADVISORS, INC.
RIA
BD
CRD#: 2882
Frederick, MD
Past
August 9, 2019 - July 26, 2023
NYLIFE SECURITIES LLC
BD
CRD#: 5167
FREDERICK, MD
Past
October 10, 2018 - July 25, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ROCKVILLE, MD
Past
March 30, 2018 - October 1, 2018
NYLIFE SECURITIES LLC
BD
CRD#: 5167
TIMONIUM, MD
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".
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(8/29/2023)
RR
District of Columbia(8/29/2023)
RR
Florida(8/29/2023)
RR
Maryland(7/25/2023)
IAR
Maryland(5/10/2024)
RR
New Jersey(9/1/2023)
RR
New York(9/1/2023)
IAR
New York(5/10/2024)
RR
Oregon(2/14/2025)
RR
Pennsylvania(7/25/2023)
RR
Virginia(8/17/2023)
RR
West Virginia(8/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/12/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VOYA FINANCIAL ADVISORS, INC.
ING FINANCIAL PARTNERS, INC | WASHINGTON SQUARE SECURITIES, INC. | VOYA FINANCIAL ADVISORS, INC. | VARIABLE LIFE BROKERAGE DISTRIBUTORS | NWNL MANAGEMENT CORPORATION | ING FINANCIAL PARTNERS, INC.
CRD#: 2882 / SEC#: 801-46585, 8-13987
RIA
Registered Investment Advisory firm - SEC (7/11/1994 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Orange Way, Windsor, CT 06095
Mailing Address
One Orange Way, Windsor, CT 06095
Phone number
+1 (800) 356-2906
Established
Minnesota since 04/26/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
563
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 11,854 |
| AUM (Assets Under Management) | $ 2,744,735,129 |
Disclosures
| Regulatory Event | 36 |
| Arbitration | 9 |
Red Flags
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.
