Picture of Mohamed Eldawy

    Mohamed Eldawy


    Check the background of this investment professional on FINRA's BrokerCheck

    About Mohamed

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge, and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    QUALIFICATIONS

    • Series 7 & 66 licenses
    • Licensed to sell Life & Health Insurance in TX
    • Licensed to sell Property & Casualty Insurance in TX

    PRODUCTS AND SERVICES

    I offer a wide range of financial products and solutions for both individiauls and business owners. I believe in the holistic perspective to financial advising This approach acknowledges that all areas of our financial lives are interdependently and should be planned with the entire picture in mind.

    • Brokerage Accounts
    • Portfolio Strategies
    • Investment Strategies
    • Wealth Management Services
    • Asset Allocation Strategies
    • Retirement Planning/Income Strategies
    • Estate Conservation Strategies
    • 401K Rollovers
    • IRAs, Roth IRAs
    • Alternative Investments
    • Annuities (Variable & Fixed)
    • Disability Income Insurance
    • Employee Benefits
    • Executive Benefits
    • Life Insurance
    • Long-Term Care Insurance
    • 529 Plans
    • College Funding Strategies
    • Business & Personal Insurance

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Mohamed Eldawy is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 3700 W Sam Houston Parkway South, Suite 400, Houston, TX 77042-5118, Tel: (832) 251-5400

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Texas

    I am licensed to sell Securities Products in the following jurisdictions:
    Texas

    Mohamed Eldawy , Houston, TX

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