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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Archna? Claim Your ProfileArchna Verma is a financial advisor registered with Fidelity Personal And Workplace Advisors, working in the Scarsdale, NY office. Archna Verma is registered in 55 states and has passed Series 7TO, SIE, and Series 66 exams. She is currently working for the firm since January 2023. Archna Verma provides financial planning and portfolio management services for individuals and businesses.
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
06/30/2023 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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