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Meryem Messaoudi Moussi
MERYEM MERYEM MESSAOUDI, MERYEM MESSAOUDI, MERYEM MESSAOUDI MOUSSI
CRD#: 5919963
IA
B
SCHWAB WEALTH ADVISORY, INC.CRD#: 159035 Windermere, FL
CHARLES SCHWAB & CO., INC.CRD#: 5393 Windermere, FL
0
Disclosures
13
Years of Experience
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State Registrations
B
California 7/9/2015
B
Minnesota 2/7/2024
B
Colorado 7/9/2015
B
Missouri 8/27/2020
B
Connecticut 7/9/2015
B
New Jersey 7/9/2015
B
Florida 7/9/2015
B
New Mexico 9/8/2017
IA
Florida 7/14/2015
B
New York 7/9/2015
B
Georgia 7/9/2015
B
North Carolina 7/10/2015
B
Illinois 7/9/2015
B
Ohio 7/10/2015
B
Iowa 2/7/2024
B
South Carolina 7/9/2015
B
Maine 7/9/2015
B
Vermont 7/9/2015
B
Maryland 7/9/2015
B
Virginia 7/9/2015
B
Massachusetts 7/9/2015
B
Washington 7/9/2015
B
Michigan 7/9/2015
SRO Registrations
B
B
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IA
B
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/15/2012 - 07/02/2015 | ORLANDO, FL | |
B | 09/07/2011 - 07/02/2015 | ORLANDO, FL |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.