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Ramzy Michael Shreim

Barclays Capital Inc.

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About Ramzy Michael Shreim

Ramzy Michael Shreim is a financial professional with experience in the industry since 2017. Ramzy Shreim currently works at Barclays Capital Inc. and previously worked at Credit Suisse Securities (USA) LLC and J.P. Morgan Securities LLC. Ramzy holds the Series 99 and SIE licenses.

Firm Information

Ramzy Shreim is currently registered with Barclays Capital Inc.. Barclays Capital Inc. is a Corporation formed on March 30, 1998 and is registered in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. The firm has a history of regulatory and civil events, with 120 regulatory disclosures and 4 civil disclosures on record.

Not reported

Assets Under Management

Not reported

Total Clients

434

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.

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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Ramzy Shreim’s Registration & Firm History

NY

02/25/2022 - Present

Barclays Capital Inc. (NEW YORK NY)

NY

11/04/2019 - 12/26/2021

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

10/21/2016 - 12/11/2018

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/2016

Series 99 - Operations Professional Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ramzy Michael Shreim.
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