Seif Boulos
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Seif Boulos, who also goes by Seif Ashraf Moheb Boulos, was a registered financial professional .
Seif is a previously registered financial professional and started their career in finance in 2022. Seif had worked at 5 firms and has passed the Series 66, Series 52TO, Series 7TO, SIE, Series 4, Series 53 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 30, 2026 - July 2, 2026
ADVISORY SOLUTIONS GROUP
April 2, 2025 - July 2, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
March 28, 2025 - July 2, 2026
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC
March 24, 2025 - June 30, 2025
LPL FINANCIAL LLC
September 16, 2022 - March 11, 2025
U.S. BANCORP INVESTMENTS, INC.
August 12, 2022 - March 11, 2025
U.S. BANCORP INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 12/14/2022
Municipal Securities Representative ExaminationSeries 7TO
Date: 8/12/2022
General Securities Representative ExaminationCurrent Firm
ADVISORY SOLUTIONS GROUP
CRD#: 339919 / SEC#: 801-135130
Contact information
SEC notice filing (6 States and Territories)
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.
