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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you N.? Claim Your ProfileN. Abraham Issa is a financial advisor with Ameriprise Financial Services, LLC. N. Abraham Issa has been working in the financial industry since 1993. N. Abraham Issa is licensed to provide investment advice in Florida and Texas. N. Abraham Issa is also registered with FINRA and the SEC. N. Abraham Issa previously worked with UBS Financial Services Inc. N. Abraham Issa is a Certified Financial Planner and holds the Series 31, Series 7, and Series 63 licenses. N. Abraham Issa has a long and successful career in the financial services industry. N. Abraham Issa is committed to providing clients with personalized financial advice and investment management services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/13/2023 - Present
Ameriprise Financial Services, LLC (Coral Gables FL)
FL
04/29/2005 - 03/21/2023
UBS FINANCIAL SERVICES INC. (MIAMI FL)
NY
04/24/1996 - 05/03/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
10/04/1993 - 04/12/1996
NATIONSSECURITIES
IA
Issued 11/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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