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Muhammad Dahnoun

Wealth Advisor

Email muhammad.dahnoun@crescentpw.com

Phone (919) 439-6090

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Biography

As a Financial Advisor in training at Crescent Private Wealth, I am developing the expertise to help individuals, families, and businesses navigate the complexities of wealth management. I recently graduated from North Carolina State University with a degree in Finance and have obtained my Series 65 license from FINRA, marking the start of my professional journey in investment advisory.

Growing up in a family business, I gained firsthand experience in entrepreneurship, financial decision-making, and economic trends. My background in operations, logistics, and management has strengthened my problem-solving skills and ability to communicate financial concepts effectively.

Currently, I am focused on expanding my knowledge and skillset under the mentorship of experienced advisors. As I continue this journey, I look forward to providing strategic financial guidance and building long-term relationships. Let’s connect and grow together!

Education

BASc, Finance; 2024

Licenses & certifications

Series 65

FINRA

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  • Financial Disclosures

Financial Disclosures

Check the background of your financial professional on FINRA’s BrokerCheck.

All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory” or “RFG”), a registered investment advisor. Private Client Services, Crescent Private Wealth and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

RFG Advisory Part 3, Form CRS, RFG Advisory Form ADV, Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.

The Registered Representative(s) of PCS referenced on this website may only conduct securities business in the states in which they are currently registered. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck.