ADVISOR BIO

Rama Suryanarayana Appalla is a financial advisor with Transamerica Financial Advisors, Inc., with over 5 years of experience in the industry. Rama holds a Series 6, 7TO, 63, and 65 licenses and is registered to provide investment advice in several states including California, New Jersey, and Texas. Rama has a strong track record of helping clients reach their financial goals, with a particular focus on individuals and high-net-worth clients. Rama is also knowledgeable in various investment products and services, including retirement planning, college savings, and estate planning. In addition to being a financial advisor, Rama is also an active member of the community. Rama is a Secretary at the Kiwanis Club of Mountain House, a non-profit organization that supports children.

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ADVISOR BIO

Rama Subramanian is a registered representative with Planmember Securities Corp. located in Carpinteria, California. Rama is active in both the Broker-Dealer and Investment Advisor fields, and has been in the industry since November 2022. Rama has a strong understanding of the financial markets and is committed to providing clients with personalized investment advice.

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ADVISOR BIO

Ramak Fazeli is a financial advisor with over 20 years of experience in the financial services industry. Ramak has a strong background in investment advisory and has worked with a number of financial institutions, including Edward Jones, E*TRADE Securities LLC, Financial Network Investment Corporation, and Motif. Ramak currently works as a registered representative for Charles Schwab & CO., Inc. Ramak holds several licenses including Series 4, 7, 24, 53, and 66.

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ADVISOR BIO

Ramakrishna S. Batheja is a financial professional with experience in the financial services industry. Ramakrishna is currently registered with J.P. Morgan Securities LLC in San Jose, California. Prior to this, Ramakrishna was associated with HSBC Securities (USA) INC. in San Jose, California. Ramakrishna holds Series 63, 6TO and SIE licenses.

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ADVISOR BIO

Ramandeep Kaur is a financial advisor registered with J.P. Morgan Securities LLC. Ramandeep has been in the industry since November 2016. Ramandeep is licensed to conduct business in California. J.P. Morgan Securities LLC is a firm with offices in New York, NY.

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ADVISOR BIO

Rameez Shad is a financial advisor at J.P. Morgan Securities LLC. Rameez has been working in the financial services industry since August 2020. Prior to joining J.P. Morgan Securities LLC, Rameez was a financial advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Rameez is registered with FINRA and holds Series 7, 9, 10, 66 securities licenses and the SIE exam. Rameez is also registered in 53 states and districts for securities and 2 for investment advisory.

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ADVISOR BIO

Ramez Toubassy is a financial professional registered with Neuberger Berman BD LLC. Ramez has been in the securities industry since 1998. Ramez has passed the Series 7, Series 62 and SIE exams. Prior to joining Neuberger Berman BD LLC, Ramez worked at Deutsche Bank Securities Inc. and BT Alex. Brown Incorporated. Ramez currently holds registration(s) with FINRA.

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ADVISOR BIO

Ramez Haddad is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ramez has been in the financial services industry for over a year and has a Series 7, Series 66, and SIE license. Ramez focuses on working with individuals, businesses, insurance companies, charitable organizations, pension plans, and government entities. Ramez offers investment management, financial planning, and pension consulting services.

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ADVISOR BIO

Ramez Raheb is a financial advisor at Morgan Stanley. Ramez is registered to provide investment advice in 53 states and is also a registered representative for the firm. Ramez has been in the financial services industry since 2010 and has experience with a variety of financial products and services. Ramez has held previous roles at TD Ameritrade, Inc., J.P. MORGAN SECURITIES LLC, and E*TRADE SECURITIES LLC.

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ADVISOR BIO

Ramez Khzam is a financial advisor with over 5 years of experience in the financial services industry. Ramez is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in California and Texas. Before joining Merrill Lynch, Ramez worked as a financial advisor with J.P. MORGAN SECURITIES LLC. Ramez has a Series 6, 7, 63, and 66 licenses. Ramez provides a variety of financial services to individuals, businesses, and institutions, including portfolio management, financial planning, and investment advisory services.

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