Rana L. Choubah
MERIDIAN FINANCIAL
HOLLISTON, MA 01746
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CRD#: 5256950
Professional summary
Rana L Choubah, CFP®, who also goes by Rana Laila Choubah, Rana Choubah, Rana Farid Hawa, Rana Laila Hawa, Rana Hawa, Rana Hawa Khoury, is a registered financial advisor currently at MERIDIAN FINANCIAL, LLC located in Holliston, Massachusetts.
Rana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Rana has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Employee and Employer Plan Ben...
Insurance Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Estate Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Rana Laila Choubah | Rana Choubah | Rana Farid Hawa | Rana Laila Hawa | Rana Hawa | Rana Hawa Khoury
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.
(1.) NAME OF OBA: MARONITE SERVANTS OF CHRIST THE LIGHT; ADDRESS OF OBA: DARTMOUTH, MA 02747; NATURE: RELIGION; INVESTMENT RELATED: NO; TITLE WITH OBA: ADVISORY BOARD MEMBER; DUTIES: ADVISE NUNS ON FINANCIAL MATTERS; START DATE: 01/018/2025; APPROX. NUMBER OF HOURS/MONTH: 3 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2.) NAME OF OBA: OUR LADY OF PURGATORY; ADDRESS OF OBA: NEW BEDFORD, MA 02745; NATURE: CHURCH; INVESTMENT RELATED: NO; TITLE WITH OBA: FINANCE COUNCIL MEMBER; DUTIES: ADVISE ON CHURCH FINANCIAL MATTERS; START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (3.) NAME OF OBA: ST. JOSEPH SODALITY NEW BEDFORD; ADDRESS OF OBA: NEW BEDFORD, MA; NATURE: RELIGIOUS; INVESTMENT RELATED: NO; TITLE WITH OBA: VICE PRESIDENT; DUTIES: COORDINATE SPIRITUAL AND DINING EVENTS START DATE: 01/01/2025; APPROX. NUMBER OF HOURS/MONTH: 2 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0.
CRS (Client Relationship Summary) - RIA
Click below to view Rana L Choubah'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®
CFP®
Start date: 2012
Experience
Current
December 15, 2021 - Present
MERIDIAN FINANCIAL, LLC
Office #1: 13 Water Street Suite 302, Holliston, MA 01746RIA
CRD#: 119679
HOLLISTON, MA
Past
January 30, 2020 - June 30, 2021
FINIVI INC.
RIA
CRD#: 292329
WESTBOROUGH, MA
Past
November 7, 2015 - June 11, 2019
PARSONS CAPITAL MANAGEMENT INC
RIA
CRD#: 106295
PROVIDENCE, RI
Past
January 24, 2014 - October 15, 2015
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
FAIRFAX, VA
Past
January 24, 2014 - October 15, 2015
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
FAIRFAX, VA
Past
August 26, 2010 - December 23, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PORTAGE, MI
Past
August 15, 2007 - December 23, 2013
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PORTAGE, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MERIDIAN FINANCIAL, LLC
BRUGGEMAN, GEORGIA | PERSONAL FINANCIAL MANAGEMENT | MERIDIAN FINANCIAL, LLC | MERIDIAN FINANCIAL
CRD#: 119679 / SEC#: 801-117452
RIA
Registered Investment Advisory firm - (10/7/2019 Approved)Massachusetts
Registered Investment Advisory firm - (11/20/2019 Terminated)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
Massachusetts(2/23/2022)
IAR
Texas(7/17/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MF
MERIDIAN FINANCIAL, LLC
BRUGGEMAN, GEORGIA | PERSONAL FINANCIAL MANAGEMENT | MERIDIAN FINANCIAL, LLC | MERIDIAN FINANCIAL
CRD#: 119679 / SEC#: 801-117452
RIA
Registered Investment Advisory firm - (10/7/2019 Approved)Massachusetts
Registered Investment Advisory firm - (11/20/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13 Water Street Suite 302, Holliston, MA 01746
Mailing Address
Phone number
(508) 429-2600
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 257,881,702 |
Red Flags
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Company Information
MERIDIAN FINANCIAL, LLC
CRD#: 119679Holliston, MA 01746TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
