Unclaimed
Houda Mesbahy Muller is a financial advisor registered with Raymond James & Associates, Inc. Houda has been in the industry since 2017 and is a Series 7 and Series 66 licensed professional. Her experience includes working with individuals, high-net-worth individuals, corporations, pension plans and charitable organizations. She specializes in providing investment advice, financial planning, and portfolio management services. Houda is committed to helping her clients reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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
FL
01/24/2019 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CO
12/25/2017 - 01/25/2018
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
BC
Issued 01/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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