Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramzi? Claim Your ProfileRamzi Nuwayhid is an investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ramzi is a registered investment advisor with over 29 years of experience in the financial industry. Ramzi has been a registered investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. since November 1994. Ramzi has also held previous positions at Lehman Brothers Inc. and Bank of America, N.A. Ramzi has a strong track record of providing investment advice to individuals, businesses, and institutional clients. Ramzi is committed to providing personalized financial planning and investment management services to help clients achieve their financial goals. Ramzi has a special focus on high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth individuals. Ramzi holds a Series 7, 63 and 65 license and is also a member of FINRA.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MA
01/09/1996 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
NY
12/16/1993 - 11/09/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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