Unclaimed
Asmah Dar is a financial advisor with Fidelity Personal and Workplace Advisors. Asmah is a registered representative with FINRA and licensed in 54 states and territories. Asmah has been in the financial industry since 2010. Asmah worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wells Fargo Investments, LLC, prior to joining Fidelity Personal and Workplace Advisors. Asmah provides financial planning, educational seminars, and portfolio management 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.
1
2
TX
05/17/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
IL
05/28/2020 - 12/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
07/09/2014 - 05/15/2019
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
TX
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (LEAGUE CITY TX)
TX
11/11/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
07/09/2008 - 11/11/2008
WELLS FARGO INVESTMENTS, LLC (PASADENA TX)
BOTH
Issued 10/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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