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Ramzi Benmokhtar Baklouti

LAW & Associates Inc.

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About Ramzi Benmokhtar Baklouti

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.

Firm Information

Ramzi Baklouti is currently registered with LAW & Associates Inc.. LAW & Associates Inc. is an investment advisor based in GLEN ECHO, MD. The firm provides financial planning, portfolio management for individuals, and other advisory services. They have 3 registered representatives and 3 investment advisor representatives, and manage approximately $214,191,633 in regulatory assets under management for 1018 clients. The firm participates in wrap fee programs.
LAW & Associates Inc.

6111 TULANE AVE

GLEN ECHO, MD 20812-1205

$214.19M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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divorce planning

Divorce planning

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Project

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Ramzi Baklouti’s Registration & Firm History

MD

07/06/2022 - Present

LAW & Associates Inc. (GLEN ECHO MD)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Ramzi Benmokhtar Baklouti. Review regulatory record here.
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