Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rana? Claim Your ProfileRana Choubah is a financial advisor with Meridian Financial, LLC, located in Dartmouth, MA. Rana has been in the industry since 2007. She is a Certified Financial Planner, and is registered as an Investment Advisor Representative in Massachusetts and Texas. Rana has experience providing financial planning and portfolio management for individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Securities analysis
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.
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MA
07/17/2024 - Present
Meridian Financial, LLC (DARTMOUTH MA)
VA
01/24/2014 - 10/15/2015
HSBC SECURITIES (USA) INC. (FAIRFAX VA)
MI
08/15/2007 - 12/23/2013
AMERIPRISE FINANCIAL SERVICES, INC. (PORTAGE MI)
BOTH
Issued 07/09/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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