Unclaimed
Abdullah Asim is an investment advisor representative at Fidelity Personal and Workplace Advisors with over 20 years of experience in the financial services industry. Abdullah is registered with the state of Kentucky and Texas, and has held previous registrations in multiple states. Abdullah's experience includes portfolio management for individuals and businesses, as well as financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
MN
09/16/2002 - 06/02/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/16/2002 - 06/02/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NE
10/08/1997 - 12/06/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
NY
08/14/1996 - 09/02/1997
WALL STREET EQUITIES INCORPORATED (NEW YORK NY)
NJ
04/19/1996 - 06/12/1997
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 11/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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