Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramak? Claim Your ProfileRamak Fazeli is a financial advisor with over 20 years of experience in the financial services industry. Ramak has a strong background in investment advisory and has worked with a number of financial institutions, including Edward Jones, E*TRADE Securities LLC, Financial Network Investment Corporation, and Motif. Ramak currently works as a registered representative for Charles Schwab & CO., Inc. Ramak holds several licenses including Series 4, 7, 24, 53, and 66.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
06/29/2020 - Present
Charles Schwab & CO., Inc. (Roseville CA)
CA
11/07/2017 - 06/03/2020
MOTIF (RANCHO CORDOVA CA)
CA
11/11/2016 - 11/07/2017
SCOTTRADE, INC. (ROSEVILLE CA)
CA
09/29/2011 - 09/02/2016
MOTIF (RANCHO CORDOVA CA)
CA
04/06/2006 - 09/23/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (GOLD RIVER CA)
CA
01/21/2003 - 04/06/2006
EDWARD JONES (ROSEVILLE CA)
NJ
10/11/1996 - 09/20/2002
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BOTH
Issued 05/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/16/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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