Adel Eddie Youssef

Current Employers

Employment History

• 06/1999 → Present
  Youssef Financial Services
  Toledo, OH
• 09/2014 → 06/2021
  Voya Financial Advisors
  Toledo, OH
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2022 → Present
  Ey Enterprise, Llc
  Maumee, OH
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2006-05-26 → 2021-06-09
  Voya Financial Advisors, Inc.
  Toledo, OH
  Toledo, OH

Other Businesses

1) NAME OF ENTITY:FIDELITY FINANCIAL GROUP; No; 1415 N LOOP WEST STE 740; HOUSTON; TX; 77008; INSURANCE AGENCY; BROKER; 1/12/2017; 3; 3; BROKER FOR FIXED INSURANCE; 2) NAME OF OTHER BUSINESS: YOUSSEF FINANCIAL SERVICES ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: BROKER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: BROKER FIXED LIFE INSURANCE AND ANNUITIES TO LIFE INSURANCE AGENTS; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 05/2023 APX NUMBER OF HOURS PER WEEK: 34; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE; 4) NAME OF ENTITY: Youssef Financial; No; 5748 Park Center Court; Toledo; OH; 43615; FINANCIAL SERVICES/DBA; President; 11/4/2019; 120; 80; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS; 5) NAME OF OTHER BUSINESS: EY ENTERPRISE, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MEDICAL & LABORATORY PRODUCTS; START DATE: 7/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: COORDINATING BUYERS & SELLERS FOR LABORATORY & MEDICAL SERVICES/PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2004-02-19

Other Names

• Eddie Youssef
• Adel Eddie Youssef