Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abraham? Claim Your ProfileAbraham Salam Moosa is a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., working out of the Houston, Texas office. Abraham Salam Moosa has been in the securities industry for over 1 year and has 9 state licenses, as well as, 2 Investment Advisor State Licenses. Abraham Salam Moosa is Series 66, 7TO, and SIE qualified. Abraham Salam Moosa has expertise in providing financial advice to individuals, high-net-worth individuals, corporations, businesses, and other institutions. Abraham Salam Moosa specializes in providing investment advice, portfolio management, financial planning, and retirement planning services. In addition to his work with Merrill Lynch, Pierce, Fenner & Smith Inc., Abraham Salam Moosa is also the director of the non-profit organization As-Sabeel Institute, a board member of the Association of Muslim Financial Advisors, and the owner and managing member of two limited liability companies, Real Ethical LLC and S. H. LLC.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
11/02/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
BOTH
Issued 09/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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