Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramez? Claim Your ProfileRamez Raheb is a financial advisor at Morgan Stanley. Ramez is registered to provide investment advice in 53 states and is also a registered representative for the firm. Ramez has been in the financial services industry since 2010 and has experience with a variety of financial products and services. Ramez has held previous roles at TD Ameritrade, Inc., J.P. MORGAN SECURITIES LLC, and E*TRADE SECURITIES LLC.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
CA
10/02/2023 - Present
Morgan Stanley (Irvine CA)
CA
08/25/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Irvine CA)
CA
11/01/2016 - 09/15/2021
TD AMERITRADE, INC. (MISSION VIEJO CA)
CA
10/01/2012 - 09/07/2016
J.P. MORGAN SECURITIES LLC (DANA POINT CA)
CA
01/18/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN CLEMENTE CA)
CA
11/02/2009 - 09/13/2010
NATIONAL PLANNING CORPORATION (IRVINE CA)
BOTH
Issued 11/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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