MM
CFA
MM
CFA

Moustapha Mounah

3 Years of Experience
Beavercreek, OH
Broker

Moustapha Mounah is a CFA-designated registered investment advisor, based in Beavercreek, OH, with 3 years of industry experience.

Location

50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Westminster Financial Securities, INC.Broker
October 2024 - Present · 1 yr 7 mos
Westminster Financial Advisory CORP
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
James Investment Research INC
August 2022 - January 2024 · 1 yr 5 mos
State Registrations1 state
OH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.