Rana
Maida
Edelman Financial Engines
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About this Advisor
Rana Maida is a financial advisor based in Costa Mesa, California, working with Edelman Financial Engines. Rana has previously held positions at F500 Advisory Services, Inc, Sanders Morris Harris LLC, Edelman Financial Services LLC, Ef Legacy Securities, LLC, and Financial Engines Advisors L.L.C. Rana has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Rana is part of Edelman Financial Engines, which operates out of Costa Mesa, California. The firm has 149 offices and 1,578 employees. The firm manages assets totaling $270.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Edelman Financial Engines includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Edelman Financial Engines Brokerage Details
$270,770,414,647
1,578
1,561,555
$173,398
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rana Maida Work History
Financial Engines Advisors L.L.C
Financial Engines Advisors L.L.C
Sanders Morris Harris LLC
Edelman Financial Services LLC
Ef Legacy Securities, LLC
F500 Advisory Services, Inc
Disclosures
Please visit the SEC profile of Rana Maida to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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