Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rashid? Claim Your ProfileRashid Ramiz is a financial advisor with Commonwealth Financial Network and has been working in the industry since May 2001. Rashid has a broad range of experience and has held previous roles at Ameriprise Financial Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, E Street Access, and On-Site Trading, Inc.. Rashid Ramiz specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Rashid is licensed to offer financial services in Connecticut, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, Texas, and Washington.
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.
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.
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.
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2
NJ
06/05/2020 - Present
Commonwealth Financial Network (Manalapan NJ)
NJ
11/22/2013 - 06/09/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Red Bank NJ)
NJ
12/04/2003 - 11/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NJ
08/25/2000 - 09/12/2002
E STREET ACCESS (ENGLISHTOWN NJ)
NY
02/28/2000 - 08/23/2000
ON-SITE TRADING, INC. (GREAT NECK NY)
BOTH
Issued 01/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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