Unclaimed
Ameen Jaroush is an investment advisor representative at Fidelity Personal And Workplace Advisors, with a focus on providing financial advice. Ameen is registered in 53 states and the District of Columbia, as well as in Texas and North Carolina for investment advisory services. Ameen specializes in providing financial planning, educational seminars, and portfolio management services for individuals and businesses. Ameen is also a licensed insurance agent and has completed the SIE, Series 7, Series 9, Series 10 and Series 66 exams. Ameen has been in the industry for over 3 years.
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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2
NC
05/05/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 04/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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