Mina Ezzat ibrahim Yousif
Investment adviser representative at Truist Advisory Services, Inc.
12 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Truist Advisory Services, Inc.Aug 2023 to now
- Truist Advisor Services, IncJun 2023 to now
- Truist Investment Services,incJun 2023 to now
- Charles Schwab & Co., Inc.Aug 2022 to Jun 2023
- Regions BankJun 2021 to Aug 2022
- 401k GenerationJan 2021 to Jun 2021
- AonSep 2020 to Dec 2020
- Famosale IncMar 2019 to Sep 2020
- UnemployedAug 2018 to Mar 2019
- First Abu Dhabi BankNov 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7590694
- Firm CRD
- 283390