Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rami? Claim Your ProfileRami Sassoon is a financial advisor with over 16 years of experience in the financial services industry. Rami is currently registered with LPL Financial LLC in Flushing, New York. Previously, Rami has worked for several other firms, including Cetera Advisors LLC, J.P. Morgan Securities LLC, and MML Investors Services, Inc. Rami is a licensed investment advisor representative and holds Series 65, Series 66, and Series 7 licenses. Rami has a broad range of experience in providing financial advice to individuals, families, and businesses. Rami's specializations include retirement planning, investment management, insurance, and estate planning.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
08/30/2024 - Present
LPL Financial LLC (FLUSHING NY)
NY
05/04/2015 - 03/12/2024
CETERA ADVISORS LLC (NEW YORK NY)
NY
10/01/2012 - 05/12/2015
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
12/17/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
07/08/2009 - 12/22/2009
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
06/03/2008 - 09/09/2008
NOBLETRADING.COM, INC. (NEW YORK NY)
NY
01/26/2007 - 05/14/2008
WOODBURY FINANCIAL SERVICES, INC. (FRESH MEADOWS NY)
IA
Issued 08/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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