Rawad Kassem (CRD# 6034231) is an Investment Advisor Representative working at Citizens Securities, Inc. in Nashua, NH and has over 11 years of experience in the finance industry. Rawad Kassem has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities Inc., | Nashua, NH | Mar 2024 - Current | < 1 |
| Santander Securities, LLC | Dorchester, MA | Nov 2022 - Mar 2024 | 1 |
| Santander Bank, Na | Boston, MA | Nov 2013 - Mar 2024 | 10 |
| Santander Securities, LLC | Dorchester, MA | Feb 2016 - Nov 2022 | 6 |
| Santander Securities, LLC | Dorchester, MA | Jan 2014 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- AZ
- CT
- FL
- ME
- NH
- NC
- OH
- RI
- TX
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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