Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maie? Claim Your ProfileMaie Raafat Ibrahim is a financial advisor with over 19 years of experience in the financial services industry. Currently, Maie is registered with LPL Financial LLC in Somers, NY. Previously, Maie worked at Fidelity Brokerage Services LLC and David Lerner Associates, Inc. Maie holds the Series 7, 63, and 66 securities licenses and is also a registered investment advisor. Maie provides a range of financial services to individuals, businesses, and institutions. Maie specializes in financial planning, portfolio management, and retirement planning.
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
NY
08/03/2021 - Present
LPL Financial LLC (SOMERS NY)
NY
01/17/2012 - 04/27/2018
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
04/08/2003 - 01/05/2012
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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