Unclaimed
Rony Antoine Nehme is a financial advisor registered with LPL Enterprise, LLC. Rony has been in the securities industry since 1998. Rony provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients. Rony has a wide range of experience with various financial products and services, including but not limited to investment company products, variable contracts, and mutual funds. Rony is a licensed Investment Advisor Representative in several states, including New York, California, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (BROOKLYN NY)
IA
Issued 07/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/30/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/20/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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