Unclaimed
Abraham Trabulsy is a registered representative with LPL Financial LLC. Abraham has been in the industry since 2022, and holds multiple licenses, including Series 7TO, Series 66 and SIE. Abraham has also been registered with MML Investors Services, LLC in the past. Abraham specializes in providing investment advice and financial planning to a wide range of clients, including individuals, businesses, and charitable organizations. Abraham provides services such as consulting, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
01/01/2025 - Present
LPL Financial LLC (SAN DIEGO CA)
VT
02/05/2022 - 02/13/2024
MML INVESTORS SERVICES, LLC (COLCHESTER VT)
BOTH
Issued 03/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Abraham Trabulsy is the right advisor for you? Invested Better is here to help.