Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramsey? Claim Your ProfileRamsey A. Khattab has been in the financial services industry since 2000 and is currently a registered representative with Osaic FA, Inc. Ramsey has experience in providing a wide range of services including financial planning, portfolio management, and retirement plan consulting. Ramsey is also a licensed insurance agent and has experience in offering traditional life, accident and health, and disability insurance. Ramsey is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Retirement plan consulting services provided on a limited basis.
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.
1
2
NJ
03/23/2012 - Present
Osaic FA, Inc. (PARAMUS NJ)
IN
04/28/2004 - 04/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NE
03/16/2001 - 04/22/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
01/12/2000 - 02/21/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/12/2000 - 02/21/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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