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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Toufik? Claim Your ProfileToufik Bouhamid is a financial advisor registered with Equitable Advisors, LLC. Toufik is a registered representative in Florida and holds the Series 7, Series 24, Series 63, and Series 65 licenses. Toufik is a financial advisor who provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Toufik has been a financial advisor since 1993.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/09/2012 - Present
Equitable Advisors, LLC (OSPREY FL)
TX
09/06/2001 - 01/12/2012
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
09/06/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NY
10/21/1998 - 07/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/20/1992 - 04/28/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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