Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arman? Claim Your ProfileArman Mazumdar is a financial advisor with Fidelity Personal And Workplace Advisors. Arman has been in the industry since 2014 and has worked with Fidelity Brokerage Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America, N.A. Arman holds Series 63, 66, 7, and SIE licenses and has a strong track record of providing financial advice to individuals, families, and businesses. Arman provides financial planning, portfolio management, and selection of other advisors.
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
FL
07/19/2018 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
12/20/2016 - 11/27/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
07/09/2014 - 11/15/2016
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 01/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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