Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rashid? Claim Your ProfileRashid Kourany is a financial advisor who has been in the industry for over 25 years. Rashid is currently registered with Charles Schwab & CO., Inc. and has previously worked for TD Ameritrade, Inc., LBMZ Securities, Inc., CONSECO EQUITY SALES, INC., MML INVESTORS SERVICES, INC., and G. R. PHELPS & CO., INC. Rashid holds licenses to provide a variety of financial services, including investment advisory services and securities brokerage. Rashid is a highly experienced financial advisor who can help you with your financial planning needs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
10/05/2021 - Present
Charles Schwab & CO., Inc. (Zionsville IN)
NE
12/09/2016 - 10/20/2021
TD AMERITRADE, INC. (OMAHA NE)
IL
06/17/2009 - 12/12/2016
LBMZ SECURITIES, INC. (CHICAGO IL)
TX
12/03/1999 - 01/18/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IN
04/24/1997 - 04/24/1998
CONSECO EQUITY SALES, INC. (CARMEL IN)
MA
03/01/1996 - 08/14/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/17/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BOTH
Issued 03/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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