Mohamad Alhalwani (CRD# 6807057) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Orlando, FL | Nov 2019 - Current | 4 |
| Truist Advisory Services, Inc. | Orlando, FL | Jul 2017 - Current | 6 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Jun 2017 - Nov 2019 | 2 |
| Suntrust Bank | Orlando, FL | Dec 2014 - Jun 2017 | 2 |
| Wells Fargo | Orlando, FL | Jul 2014 - Dec 2014 | < 1 |
| Unemployed | Orlando, FL | Aug 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2017 |
- FL
- LA
- RI
- TX
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
-
Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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