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Semir Mutwakil Amin

Investment Adviser Representative at SELECT MONEY MANAGEMENT, INC.

Aliso Viejo, CACRD #1741206Dual-registered
Disclosure(s) on record — see official records below
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
38 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/15/1987
Series 53
Municipal Securities Principal Examination
Passed 11/15/2008
Series 24
General Securities Principal Examination
Passed 11/17/1992
Series 52TO
Municipal Securities Representative Examination
Passed 9/25/2025
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/19/1987

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

SELECT MONEY Management, INC. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SECURITIES EQUITY GROUPCurrent
9/26/2005ALISO VIEJO, CA
THE STUART-JAMES COMPANY, INC.
9/22/198712/4/1987
ROYAL ALLIANCE ASSOCIATES, INC.
4/25/19968/30/2005SCOTTSDALE, AZ
PRUCO SECURITIES CORPORATION
4/19/199110/21/1992NEWARK, NJ
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
4/19/199110/21/1992NEWARK, NJ
EQUICO SECURITIES, INC.
3/21/19883/4/1991NEW YORK, NY
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
3/21/19883/4/1991NEW YORK, NY
SECURITIES AMERICA, INC.
12/13/19934/23/1996LAVISTA, NE
COORDINATED CAPITAL SECURITIES, INC.
10/23/199211/30/1993FORT ATKINSON, WI

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Semir Mutwakil Amin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Semir Mutwakil Amin - Financial Advisor in Aliso Viejo, CA | AdvisorFinder