Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amar? Claim Your ProfileAmar Narayan Jhaveri is a financial advisor registered with Fidelity Personal and Workplace Advisors. Amar has been in the financial industry since 2004 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Amar is also a Chartered Financial Analyst.
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.
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NY
07/24/2023 - Present
Fidelity Personal AND Workplace Advisors (LAKE GROVE NY)
IL
01/03/2017 - 03/30/2020
NUVEEN SECURITIES, LLC (CHICAGO IL)
NY
11/04/2015 - 12/31/2016
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
10/29/2009 - 11/04/2015
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
08/04/2005 - 09/02/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
01/03/2005 - 08/02/2005
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
NY
01/02/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
CA
03/27/2001 - 01/02/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 06/26/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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