Unclaimed
Ramzi Baklouti is an investment advisor representative associated with Law & Associates Inc. Ramzi Baklouti has over 9 years of experience in the financial industry and specializes in providing financial planning, investment management, and other financial services. Ramzi Baklouti is registered with the state of Maryland and has earned various professional designations including Certified Financial Planner. Ramzi Baklouti has passed the Series 63, Series 9, Series 10, and Series 7 exams. Ramzi Baklouti is also a professor at Southern New Hampshire University. Ramzi Baklouti has worked at Raymond James Financial Services, Inc. and Law & Associates Inc.. Ramzi Baklouti is committed to providing personalized financial advice to help clients reach 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.
Personalized portfolio management to meet individual financial objectives.
Divorce planning
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.
A percentage of the total value of assets under management is charged.
Project
1
2
MD
07/06/2022 - Present
LAW & Associates Inc. (GLEN ECHO MD)
BC
Issued 02/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/16/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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