Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mehdi? Claim Your ProfileMehdi Ouni is a financial advisor with Edward Jones. Mehdi has been working in the financial industry since January 2007 and has experience with a variety of firms including MML Investors Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Hornor, Townsend & Kent, Inc., and Worldco, L.L.C. Mehdi is registered to provide investment advice in 15 states and has earned several industry licenses including the Series 7, 63, 65, and 6TO exams. Mehdi has a strong focus on providing financial planning and portfolio management services to individuals, businesses, and trusts.
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.
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.
See schedule d - miscellaneous
1
2
CT
05/16/2022 - Present
Edward Jones (WEST HARTFORD CT)
CT
12/06/2018 - 12/17/2021
MML INVESTORS SERVICES, LLC (South Glastonbury CT)
NY
12/17/2013 - 12/21/2016
MML INVESTORS SERVICES, LLC (PATCHOGUE NY)
NY
03/21/2007 - 06/13/2013
METLIFE SECURITIES INC. (GARDEN CITY NY)
NY
03/21/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROSLYN NY)
PA
02/04/2004 - 02/24/2006
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
05/07/2001 - 02/12/2002
WORLDCO, L.L.C. (NEW YORK NY)
IA
Issued 03/28/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Mehdi Ouni is the right advisor for you? Invested Better is here to help.
