Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antoine? Claim Your ProfileAntoine Nabih Souma is a registered Investment Advisor Representative with Galliott Capital Advisors, LLC in Beverly Hills, CA. Antoine has been in the securities industry since 2000 and holds a Series 7, Series 63, and Series 65 license. Antoine specializes in providing portfolio management services for individuals, businesses, and pooled investment vehicles. Antoine previously worked at Morgan Stanley, Insigneo Securities, LLC, and J.P. Morgan Securities LLC. In addition to his work at Galliott Capital Advisors, LLC, Antoine is also a board member of the Lebanese American Foundation - House of Lebanon.
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.
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.
Institutional consulting
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Consulting
1
2
CA
02/22/2022 - Present
Galliott Capital Advisors, LLC (BEVERLY HILLS CA)
CA
07/01/2020 - 07/01/2022
INSIGNEO SECURITIES, LLC (Beverly Hills CA)
CA
06/01/2016 - 07/30/2020
MORGAN STANLEY (LOS ANGELES CA)
CA
07/09/2010 - 06/07/2016
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
03/12/2008 - 08/13/2010
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CA
08/22/2000 - 03/26/2008
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
IA
Issued 01/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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