Rania C. Jawde

PALM WEALTH PARTNERS

Boca Raton, FL 33433

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CRD#: 6174789

Professional summary

Rania Christina Jawde, CFP®, who also goes by Rania Christina Chammas, Rania Christina Chammas Jawde, is a registered financial advisor currently at PALM WEALTH PARTNERS located in Boca Raton, Florida.

Rania is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Rania has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rania Christina Chammas | Rania Christina Chammas Jawde

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.) INSURANCE SALES THROUGH VARIOUS CARRIERS. - INVESTMENT RELATED - BOCA RATON, FL - AGENT - 2013 TO PRESENT - 5 HOURS/MONTH - 5 HOURS/MONTH DURING SECURITIES TRADING HOURS. 2.) SECRETARY FOR SPANISH RIVER HOMEOWNERS ASSOCIATION 1 HOUR MONTH. - NON INVESTMENT RELATED - BOCA RATON, FL - VOLUNTEER POSITION - 2012 TO PRESENT - 1 HOURS/MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS. 3.) BOCA MASTERMIND GROUP, MEMBER SINCE 07/23/2019 - NON INVESTMENT RELATED - BOCA RATON, FL - VOLUNTEER POSITION - 3 HOURS/MONTH - 0 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rania Christina Jawde's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2016

Experience

Current

October 2, 2024 - Present

PALM WEALTH PARTNERS

Office #1: 7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433

RIA

CRD#: 323361

Boca Raton, FL

Past

September 12, 2014 - October 9, 2024

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOCA RATON, FL

Past

September 10, 2014 - October 9, 2024

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOCA RATON, FL

Past

July 15, 2013 - September 17, 2014

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

FORT LAUDERDALE, FL

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".

PALM WEALTH PARTNERS

INVESTMENT ADVISORY SERVICES GROUP LLC | PALM WEALTH PARTNERS

CRD#: 323361 / SEC#: 801-131285

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

Florida

Registered Investment Advisory firm - (10/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/18/2024 Terminated)

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).

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

Florida
(10/2/2024)

IAR

Texas
(9/30/2025)

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 66

Date: 4/14/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2013

General Securities Representative Examination

Current Firm

PALM WEALTH PARTNERS

INVESTMENT ADVISORY SERVICES GROUP LLC | PALM WEALTH PARTNERS

CRD#: 323361 / SEC#: 801-131285

RIA

Registered Investment Advisory firm - (10/17/2024 Approved)

Florida

Registered Investment Advisory firm - (10/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (10/18/2024 Terminated)

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Contact information

Main Address

7100 W Camino Real Ste 302-1/44, Boca Raton, FL 33433

Mailing Address

Phone number

(954) 632-2555

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PALM WEALTH PARTNERS ADV PART 2 BROCHURE (5/14/2025)

Regulatory assets under management

Total Number of Accounts	1,066
AUM (Assets Under Management)	$ 132,073,268

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.

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Rania C. Jawde

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rania Christina Jawde's CRS (Customer Relationship Summary).

Certified licenses

Experience

PALM WEALTH PARTNERS

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

PALM WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2013

Current Firm

PALM WEALTH PARTNERS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PALM WEALTH PARTNERS

TRUST BUT VERIFY

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