Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Atif? Claim Your ProfileAtif Maqsoodul Haq is a financial advisor at Fidelity Personal And Workplace Advisors, with over 20 years of experience in the financial services industry. Atif has a deep understanding of investment strategies and is committed to providing personalized financial advice to help clients achieve their financial goals. Atif has a proven track record of success and is dedicated to building long-term relationships with clients. Atif holds a Series 63 and 66 license, as well as a Series 7, Series 6, and Series 9.
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
NJ
04/02/2024 - Present
Fidelity Personal AND Workplace Advisors (PRINCETON NJ)
PA
05/01/2023 - 02/20/2024
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
11/15/2022 - 04/28/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JENKINTOWN PA)
NJ
05/15/2019 - 08/05/2019
PRUCO SECURITIES, LLC. (MARLTON NJ)
BOTH
Issued 12/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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