Rawia
Maamoun

Principal Securities, Inc

CRD#6803839
Investment Advisor
in Hopkins, MN

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About this Advisor

Rawia Maamoun is a financial advisor based in Hopkins, Minnesota, working with Principal Securities, Inc. Rawia has previously held positions at Morgan Stanley Smith Barney LLC, Bridgewater Bank, Lyric Kitchen & Bar, 301 Restaurant, Members Cooperative Credit Union, Superior Choice Credit Union, Northland Health Filtration, Principal Life Insurance Company, and Principal Securities Inc. Rawia has passed the Series 66 regulatory exam and is registered to provide services in Minnesota. Currently, Rawia is part of Principal Securities, Inc, which operates out of Hopkins, Minnesota. The firm has 384 offices and 1,349 employees. The firm manages assets totaling $12.1 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, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Principal Securities, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

11100 Wayzata Blvd Ste 405
Hopkins, MN 55305

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Principal Securities, Inc Brokerage Details

Total Assets Under Management

$12,105,712,948

MN Average: $9,259,360,772
Total Number of Employees

1,349

MN Average: 166
Total Number of Accounts

54,844

MN Average: 7,189
Average Account Size

$220,730

MN Average: $1,287,990

Investment Advisory Services

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

Rawia Maamoun Work History

2024 - Present (0 year)

Principal Life Insurance Company

2024 - Present (0 year)

Principal Securities Inc

2022 - Present (2 years)

Morgan Stanley Smith Barney LLC

2019 - 2022 (3 years)

Bridgewater Bank

2017 - 2018 (1 year)

Lyric Kitchen & Bar

2016 - 2018 (2 years)

301 Restuarant

2016 - 2016 (< 1 year)

Northland Health Filtration

2015 - 2016 (1 year)

Members Cooperative Credit Union

2014 - 2015 (1 year)

Superior Choice Credit Union

Disclosures

Please visit the SEC profile of Rawia Maamoun 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 Principal Securities, Inc

William Krag
Collierville, TN
Clint Hinderaker
Hiawatha, IA
Martha Nielsen
Latham, NY
Roger Goren
Melville, NY
Brandon Meza
San Diego, CA
Caleb Robinson
Houston, TX
Andrew Karrmann
Elkhorn, NE
Joel Poole
Charlotte, NC

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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