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Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-08-21
  • FL RA
    APPROVED
    Since 2023-08-21

Branch Locations

400 S Park Ave Fl 2, Winter Park, FL 32789 • 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
Charles Schwab & Co., Inc. Orlando FL 08/2022 06/2023
Regions Bank Orlando FL 06/2021 08/2022
401K Generation Altamonte Springs FL 01/2021 06/2021
Aon Chicago IL 09/2020 12/2020
Famosale Inc Orlando FL 03/2019 09/2020
Unemployed Giza 08/2018 03/2019
First Abu Dhabi Bank Cairo 11/2014 08/2018
Truist Investment Services,Inc Olando FL 06/2023 Present
Truist Advisor Services, Inc Orlando FL 06/2023 Present
  • 08/2022 → 06/2023
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 06/2021 → 08/2022
    Regions Bank
    Orlando, FL
  • 01/2021 → 06/2021
    401K Generation
    Altamonte Springs, FL
  • 09/2020 → 12/2020
    Aon
    Chicago, IL
  • 03/2019 → 09/2020
    Famosale Inc
    Orlando, FL
  • 08/2018 → 03/2019
    Unemployed
    Giza
  • 11/2014 → 08/2018
    First Abu Dhabi Bank
    Cairo
  • 06/2023 → Present
    Truist Investment Services,Inc
    Olando, FL
  • 06/2023 → Present
    Truist Advisor Services, Inc
    Orlando, FL
Other Businesses

UBER DRIVE POSITION: Uber Driver NATURE: Platform to deliver people and food. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2024 ADDRESS: Orlando FL, United States DESCRIPTION: Deliver People and food. UNIVERSITY OF MID FLORIDA POSITION: Board Member (Volunteer) NATURE: Private educational institution offering academic and continuing education programs. The organization is not engaged in financial services, securities, or investment activities. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2026 ADDRESS: Orlando FL, United States DESCRIPTION: Serve as an unpaid volunteer board member providing high-level governance and strategic guidance. Responsibilities are limited to attending approximately 1-2 board meetings per year and offering advisory input on institutional strategy. No operational, financial, investment, fundraising, or banking-related responsibilities. UNIVERSITY OF MID FLORIDA POSITION: Continuing Education Instructor NATURE: Private educational institution offering academic and continuing education programs for working professionals and small business owners. The Continuing Education unit provides non-credit, short-format certificate courses. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 08/03/2026 ADDRESS: Orlando FL, United States DESCRIPTION: Design and teach two non-credit, short-format certificate programs through the University's Continuing Education unit: Certificate in Personal Finance and Investment Strategy Certificate in Banking and Credit for Small Business Owners. Instruction is limited to general financial literacy education, concepts, frameworks, and best-practice explanations. No individualized advice, no securities recommendations, and no discussion or promotion of specific financial products or institutions. Courses are delivered evenings/weekends only.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-14
S63 Uniform Securities Agent State Law Examination 2022-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-08-14
  • S63 Uniform Securities Agent State Law Examination
    2022-12-30
Other Names
  • Mina Yousif
  • Mina E Yousif

View on SEC IAPD

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