Mohamed Elgammal
Professional Summary
Mohamed Elgammal is a registered financial advisor currently at VELOX CLEARING LLC located in Miami, Florida and ZINVEST FINANCIAL SERVICE, LLC located in Miami, Florida. Mohamed is registered as a RR (Registered Representative) and started their career in finance in 2022. Mohamed has worked at 2 firms and has passed the Series 99TO, SIE and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Years of Experience
4 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
JUNIOR CHINA FINANCIAL SERVICES | ZINVEST FINANCIAL SERVICE, LLC | ZINVEST FINANCIAL SERVICE LLC | JUNIORCHINA FINANCIAL SERVICE LLC
Contact Information
Main Address
600 Brickell Avenue Suite 2800, Miami, FL 33131Mailing Address
600 Brickell Avenue Suite 2800, Miami, FL 33131Phone Number
(949) 309-2386Established
California since 04/19/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
3FINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Regulatory Assets Under Management
Total Number of Accounts
924AUM (Assets Under Management)
$23,543,616Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
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
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CRS (Client Relationship Summary) - BD
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