Marwan Jabbour

USA RETIREMENTOME SOLUTIONS

Fairfax, VA

Some features on this profile are disabled

CRD#: 3273401

Professional summary

Marwan Jabbour is a registered financial advisor currently at USA RETIREMENT INCOME SOLUTIONS, LLC located in Fairfax, Virginia.

Marwan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Marwan has worked at 4 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Independent Insurance Agent

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marwan Jabbour's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 5, 2017 - Present

USA RETIREMENT INCOME SOLUTIONS, LLC

RIA

CRD#: 132236

Fairfax, VA

Past

March 11, 2005 - December 31, 2014

USA RETIREMENT INCOME SOLUTIONS, LLC

RIA

CRD#: 132236

MCLEAN, VA

Past

November 17, 2004 - November 30, 2005

NORTHEAST SECURITIES, LLC

CRD#: 25996

MITCHELFIELD, NY

Past

January 24, 2002 - October 1, 2004

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

December 17, 1999 - December 4, 2001

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(4/5/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/10/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 10/27/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/16/1999

General Securities Representative Examination

Current Firm

USA RETIREMENT INCOME SOLUTIONS, LLC

UNITED SECURITY ADVISORS & FINANCIAL PLANNING PARTNERS LLC | USA RETIREMENT INCOME SOLUTIONS, LLC | USA FINANCIAL PLANNING PARTNERS, INC. | USA FINANCIAL PLANNING PARTNERS | UNITED SECURITY ADVISORS AND FINANCIAL PLANNING PARTNERS, INC.

CRD#: 132236 / SEC#:

Maryland

Registered Investment Advisory firm - (7/19/2011 Terminated)

Virginia

Registered Investment Advisory firm - (4/5/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Fairfax, VA

Mailing Address

14001c Saint Germain Dr #296, Centreville, VA 20121

Phone number

(540) 866-7676

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.

SEC / JURISDICTION	REPORTING STATUS	EFFECTIVE DATE
Virginia	ERA - Withdrawn	11/1/2016

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Marwan Jabbour

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marwan Jabbour's CRS (Customer Relationship Summary).

Certified licenses

Experience

USA RETIREMENT INCOME SOLUTIONS, LLC

USA RETIREMENT INCOME SOLUTIONS, LLC

NORTHEAST SECURITIES, LLC

PARK AVENUE SECURITIES LLC

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2005

Series 66

Date: 10/27/1999

Series 7

Date: 12/16/1999

Current Firm

USA RETIREMENT INCOME SOLUTIONS, LLC

Contact information

Documents

Exempt reporting advisers

Red Flags

Company Information

USA RETIREMENT INCOME SOLUTIONS, LLC

TRUST BUT VERIFY

Similar Advisors