Rami OdehCRD Number: 6735493
Current Firm: Fidelity Personal And Workplace Advisors
Rami Odeh (CRD# 6735493) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in New York, NY and has over 4 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Fidelity Brokerage Services LLC||New York City, NY||Jul 2020 - Current||1|
|Charles Schwab Bank||New York City, NY||May 2018 - Jul 2020||2|
|Charles Schwab & Company, Inc.||New York City, NY||Dec 2016 - Jul 2020||3|
|Sincalir Community College||Dayton, OH||Oct 2015 - Oct 2016||1|
|American Modern Insurance Group||Amelia, OH||Apr 2015 - Oct 2015||< 1|
|Deloitte & Touche||Dubai,||Nov 2013 - Mar 2015||1|
|Oday Properties, LLC||Xenia, OH||Sep 2009 - Nov 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2017|
|S66||NASAA Uniform Combined State Law Examination||May 2018|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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