Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramy? Claim Your ProfileRamy Antar is a financial advisor with City National Securities, Inc. in Los Angeles, California. Ramy has been in the industry since 1997 and has a wide range of experience in financial planning, portfolio management, and selection of other advisors. Ramy holds Series 7, 63, and 65 licenses, and has the Chartered Financial Analyst (CFA) designation. Ramy's previous experience includes working with CNR Securities, LLC, TD Waterhouse Investor Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
04/28/2022 - Present
City National Securities, Inc. (SAN FRANCISCO CA)
CA
01/01/2022 - 04/28/2022
CNR SECURITIES, LLC (SAN FRANCISCO CA)
NE
02/26/2001 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
07/16/1997 - 02/15/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
02/24/1997 - 06/13/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 03/07/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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