Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amit? Claim Your ProfileAmit Sidharth Jaduram is a financial advisor registered with Fidelity Personal and Workplace Advisors in Boston, MA. Amit has been a registered representative in the securities industry since 2011, and holds Series 6, 7, 9, 63, and 65 licenses. Amit provides financial planning, portfolio management for individuals and businesses, as well as educational seminars. Prior to joining Fidelity Personal and Workplace Advisors, Amit worked at Chase Investment Services Corp.
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
MA
02/04/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
08/15/2011 - 07/25/2012
CHASE INVESTMENT SERVICES CORP. (SACRAMENTO CA)
IA
Issued 05/14/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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