Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bibi? Claim Your ProfileBibi Razack is a financial advisor at Osaic Wealth, Inc. located in Ridgewood, NY. Bibi has over 25 years of experience in the financial services industry. She has held various positions at firms such as Woodbury Financial Services, Inc. and Capital One Investing, LLC. Bibi holds Series 7, Series 63, and Series 66 licenses. She is also a registered investment advisor in New Jersey and New York. Bibi specializes in providing financial planning, portfolio management, and investment advisory services. She has experience working with high-net-worth individuals, corporations, and pension plans.
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.
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.
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2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (Ridgewood NY)
NY
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Ridgewood NY)
NY
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (RIDGEWOOD NY)
NY
01/03/2005 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (BROOKLYN NY)
NY
01/02/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
11/17/1998 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 07/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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