Mohammad
Amer

Voya Financial Advisors, Inc

CRD#6877069
Investment Advisor
in Frederick, MD

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About this Advisor

Mohammad Amer is a financial advisor based in Frederick, Maryland, working with Voya Financial Advisors, Inc. Mohammad has previously held positions at Nylife Securities, LLC, New York Life Insurance Company, Amer Realty, Washington County Schools, Global Communication Group LLC, Massmutual, Mml Investors Services, Amer Financial Group, LLC, Voya Financial Advisors, and Amer Financial Group. Mohammad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and New York. Currently, Mohammad is part of Voya Financial Advisors, Inc, which operates out of Frederick, Maryland. The firm has 303 offices and 529 employees. The firm manages assets totaling $2.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Voya Financial Advisors, Inc includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Frederick, MD

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Voya Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$2,684,787,857

MD Average: $5,297,377,271
Total Number of Employees

529

MD Average: 35
Total Number of Accounts

13,923

MD Average: 690
Average Account Size

$192,831

MD Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Mohammad Amer Work History

2023 - Present (1 year)

Amer Financial Group, LLC

2023 - Present (1 year)

Voya Financial Advisors

2023 - Present (1 year)

Amer Financial Group

2016 - Present (8 years)

Amer Realty

2019 - 2023 (4 years)

Nylife Securities, LLC

2019 - 2023 (4 years)

New York Life Insurance Company

2018 - 2018 (< 1 year)

Nylife Securities, LLC

2018 - 2019 (1 year)

Massmutual

2018 - 2019 (1 year)

Mml Investors Services

2017 - 2018 (1 year)

New York Life Insurance Company

2014 - 2016 (2 years)

Washington County Schools

2006 - 2014 (8 years)

Global Communication Group LLC

Disclosures

Please visit the SEC profile of Mohammad Amer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Voya Financial Advisors, Inc

Kevin Meserve
Fairfax, VA
Jusjeet Singh
Windsor, CT
Aaron Kim
Lisle, IL
Gregory Springfield
Columbus, OH
John Harmatuk
Manlius, NY
James Bermingham
Federal Way, WA
Chantal Rascon
Windsor, CT
Aaron Cahill
Buffalo, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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