Unclaimed
Reem Rawashdeh is a financial advisor at Raymond James & Associates, Inc. in Omaha, Nebraska. Reem has been in the financial industry since March 2, 2020 and is registered in Nebraska as both a broker and an investment advisor. Reem has passed the Series 66, Series 7TO, and SIE exams. Reem has experience working with a variety of clients, including individuals, businesses, and institutions. Reem provides a variety of financial services, including financial planning, investment management, and retirement planning.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NE
11/21/2024 - Present
Raymond James & Associates, Inc. (OMAHA NE)
BOTH
Issued 08/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/18/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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