Best Investors Account Sign in

Hatem Raafat Mohamed Aly Elshimy

Principal Securities, Inc.

San Diego, CA

Claim This Profile
Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-17
  • CA RA
    APPROVED
    Since 2025-12-17

Branch Locations

4370 La Jolla Village Dr Ste 1025, San Diego, CA 92122 • 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
Fincorp Investment Holding Cairo 07/2016 01/2018
Sigma Capital Holding Cairo 02/2018 02/2019
Al Mokhtabar - Integrated Diagnostics Holdings - Idh Cairo 03/2019 12/2020
Unemployed San Diego CA 01/2021 04/2022
Fidelity Investments San Diego CA 05/2022 02/2024
Pruco Securities Llc San Diego CA 04/2024 11/2024
Unemployed San Diego CA 03/2024 03/2024
The Prudential Insurance Company Of America San Diego CA 07/2024 10/2025
Lpl Enterprise, Llc San Diego CA 11/2024 10/2025
Principal Securities Inc San Diego CA 12/2025 Present
Principal Life Insurance Co San Diego CA 12/2025 Present
  • 07/2016 → 01/2018
    Fincorp Investment Holding
    Cairo
  • 02/2018 → 02/2019
    Sigma Capital Holding
    Cairo
  • 03/2019 → 12/2020
    Al Mokhtabar - Integrated Diagnostics Holdings - Idh
    Cairo
  • 01/2021 → 04/2022
    Unemployed
    San Diego, CA
  • 05/2022 → 02/2024
    Fidelity Investments
    San Diego, CA
  • 04/2024 → 11/2024
    San Diego, CA
  • 03/2024 → 03/2024
    Unemployed
    San Diego, CA
  • 07/2024 → 10/2025
    The Prudential Insurance Company Of America
    San Diego, CA
  • 11/2024 → 10/2025
    San Diego, CA
  • 12/2025 → Present
    San Diego, CA
  • 12/2025 → Present
    Principal Life Insurance Co
    San Diego, CA
Previous Registrations
  • 2024-11-14 → 2025-10-13
    San Diego, CA
  • 2024-06-21 → 2024-11-14
    San Diego, CA
  • 2023-12-09 → 2024-03-01
    Fidelity Personal And Workplace Advisors
    San Diego, CA
Other Businesses

INSURANCE POSITION: Outside Sales NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2026 ADDRESS: 4370 La Jolla Village Drive, Suite 1025, San Diego CA 92122, United States DESCRIPTION: Sale of Life, DI, Annuities, Health, LTC, Medicare and Medical Insurance through various carriers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-24
  • S66 Uniform Combined State Law Examination
    2022-10-24
Other Names
  • Hatem Raafat Mohamed Elshimy

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in San Diego, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor