Rana
Choubah
Meridian Financial, LLC
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About this Advisor
Rana Choubah is a certified financial planner who works out of Holliston, Massachusetts, with 2 years of industry experience. Choubah currently works for Meridian Financial, LLC. Throughout their career, Choubah has worked at Ameriprise Financial Services, Inc, Hsbc Bank Usa, N.A, Hsbc Securities (Usa) Inc, Parsons Capital Management, Inc, Finivi Inc, Finivi, Na and Meridian Financial. Choubah holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Massachusetts and New Hampshire. Meridian Financial, LLC is a firm that has its headquarters in Holliston, MA. The firm has just four people on staff. It oversees $193 million in assets under management between its 554 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 554 accounts, 41% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fee schedules largely vary depending on the services provided. However, fee types billed by Meridian Financial, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meridian Financial, LLC Brokerage Details
$193,113,688
4
554
$348,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Rana Choubah Work History
Rana has been registered as a financial advisor for 2 years.*
Meridian Financial
Finivi Inc
Finivi
Na
Parsons Capital Management, Inc
Hsbc Securities (Usa) Inc
Hsbc Securities (Usa) Inc
Hsbc Bank Usa, N.A
Ameriprise Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rana Choubah to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Meridian Financial, LLC
Holliston, MA
Holliston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
