Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rima? Claim Your ProfileRima Alobaidi is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Rima has been in the financial services industry since August 2013 and has a strong track record of providing clients with personalized financial advice and investment management solutions. She is a Series 7, Series 66, and SIE exam holder and is licensed in over 50 states and the District of Columbia. Rima has experience working with a wide range of clients, including individuals, high-net-worth individuals, corporations, and retirement plans. Rima is committed to providing her clients with the highest level of service and support.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
12/01/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MCKINNEY TX)
BOTH
Issued 03/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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