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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naama? Claim Your ProfileNaama Abu-ragheef is an Investment Advisor Representative who is registered with Fisher Investments. Naama has been in the industry for more than 10 years. Naama is licensed to provide investment advice in Florida and Texas. Naama has a Series 63, Series 66, Series 7TO, and SIE licenses. Naama specializes in providing financial planning, portfolio management services for individuals, businesses, and pooled investment vehicles, as well as portfolio assessments. Naama has experience working with clients in a variety of industries, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, pension and profit sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Naama's previous employment history includes Fidelity Investments, Turo, Fidelity Brokerage Services LLC, and Canada College.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
07/25/2024 - Present
Fisher Investments (PLANO TX)
NY
06/26/2023 - 07/22/2024
FIDELITY BROKERAGE SERVICES LLC (ROSLYN NY)
CO
01/27/2023 - 05/30/2023
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 07/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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