Unclaimed
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.
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.
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.
1
2
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)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2016
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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