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Current Employers
Unified Wealth Management Llc

220 Pine Avenue N Suite A, Oldsmar, FL 34677 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-12-12
TX RA APPROVED 2021-11-18
FL RA APPROVED 2021-06-02
  • NJ RA
    APPROVED
    Since 2024-12-12
  • TX RA
    APPROVED
    Since 2021-11-18
  • FL RA
    APPROVED
    Since 2021-06-02

Branch Locations

220 Pine Avenue N Suite A, Oldsmar, FL 34677 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed/Homemaker Lutz FL 01/2014 05/2019
Primerica Tampa FL 05/2019 12/2019
Western Southern Life Tampa FL 12/2019 01/2021
W&S Brokerage Services Cincinnati OH 01/2020 01/2021
Unified Wealth Management, Llc Oldsmar FL 05/2021 Present
Trinity Angels, Llc Land O' Lakes FL 09/2020 Present
Unified Wealth Management Oldsmar FL 01/2021 Present
Primerica Tampa FL 04/2019 12/2019
Western & Southern Life Cincinnati OH 12/2019 01/2021
  • 01/2014 → 05/2019
    Unemployed/Homemaker
    Lutz, FL
  • 05/2019 → 12/2019
    Primerica
    Tampa, FL
  • 12/2019 → 01/2021
    Western Southern Life
    Tampa, FL
  • 01/2020 → 01/2021
    W&S Brokerage Services
    Cincinnati, OH
  • 05/2021 → Present
    Oldsmar, FL
  • 09/2020 → Present
    Trinity Angels, Llc
    Land O' Lakes, FL
  • 01/2021 → Present
    Unified Wealth Management
    Oldsmar, FL
  • 04/2019 → 12/2019
    Primerica
    Tampa, FL
  • 12/2019 → 01/2021
    Western & Southern Life
    Cincinnati, OH
Other Businesses

Ambassador; Greater Pasco Chamber of Commerce; Investment Related: No; Location: 5443 Main Street. New Port Richey, FL 34652; Description of the business: The Greater Pasco Chamber of Commerce represents local business interests at the state and federal government levels to use the voice of our over 1,000 members to help the businesses in Pasco County.; Responsibilities Duties: Ambassadors actively advocate for the Chamber, communicating the benefits, programs and privileges of becoming a Chamber member. Through enthusiastic Chamber representation, Ambassadors seek opportunities to educate, promote and share the benefits of Chamber membership with the business community.; Start date with business: 2021-08-10; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Westshore Chapter Co-Leader; Power Gals Networking Group; Investment Related: No; Urban Centre 4830 W Kennedy Blvd Tampa FL 33609 USA; Description of the business: Power Gals is a women's networking group that helps promote each other and generate new business. It's a networking group for professional women from various industries. The women that attend these meetings are amazing business women that are growing locally with a passion for connecting & helping their communities.; Responsibilities Duties: 1. Assist PowerGals in the support of the PowerGals mission. 2. Facilitate and Co-lead one PowerGals meeting per month for the Westshore Chapter consistently at the same meeting date and time. 3. Communicate with PowerGals prior to any meeting and regarding any cancellations; Start date with business: 2022-03-10; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 0. Nermine Bolos is an Agent of Ash Brokerage; Investment Related: No; Location: 220 Pine Ave N Oldsmar Florida 34677; Description of the business: Insurance marketing organization platform that allows for the solicitation of life insurance to clients and prospective clients; Responsibilities Duties: Provide life insurance quote, recommendations, and placements for clients and prospective clients; Start date with business: 2023-12-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 5. Nermine Bolos is an Agent of Assurity Life Insurance Company; Investment Related; Location:- 2000 Q Street Lincoln Lincoln NE 68503; Start date: 2024-11-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 5. Nermine Bolos is an Agent at Banner Life & General; Investment related; 3275 Bennett Creek Avenue Frederick Maryland 21704; Start date: 2025-05-15; Description: Life Insurance Company; Responsibilities: Provide quotes, schedule reviews, submit applications, register, and deliver policies; 1 Hour per month devoted to business during trading hours; 1 Hour per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business. Nermine Bolos is an Agent at Symetra Life Insurance Company; Investment related; 777 108th Ave NE Ste 1200 Bellevue WA 98004-5135; Start date: 2023-11-06; Description: Life Insurance Company; Responsibilities: Provide quotes, review options, assist applications, and support client questions; 2 Hour per month devoted to business during trading hours; 2 Hour per month devoted to business outside trading hours; 5 Percent of total yearly compensation expected to be derived from the business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-01
S63 Uniform Securities Agent State Law Examination 2007-01-23
  • S65 Uniform Investment Adviser Law Examination
    2021-05-01
  • S63 Uniform Securities Agent State Law Examination
    2007-01-23
Other Names
  • Nermine Magdi Mansour
  • Nermine M Mansour

View on SEC IAPD

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