Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raafat? Claim Your ProfileRaafat Ramzy Iskander is a financial advisor with over 29 years of experience in the financial services industry. Raafat has been registered with Calton & Associates, Inc. since January 2015. Prior to that, Raafat worked at J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., WAMU INVESTMENTS, INC., GRIFFIN FINANCIAL SERVICES, and FIMCO SECURITIES GROUP, INC. Raafat has a Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Raafat is also a registered representative of FINRA.
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.
Earned based on transactions or products sold.
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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2
CA
01/16/2015 - Present
Calton & Associates, Inc. (West Covina CA)
CA
10/01/2012 - 12/19/2014
J.P. MORGAN SECURITIES LLC (WEST COVINA CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WEST COVINA CA)
CA
01/01/1999 - 05/02/2009
WAMU INVESTMENTS, INC. (WEST COVINA CA)
NA
03/03/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
02/01/1994 - 03/07/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
IA
Issued 09/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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