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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Babak? Claim Your ProfileBabak Golbahr Haghighi is a financial advisor with Fidelity Personal and Workplace Advisors. Babak is a registered representative and investment advisor representative in the state of Texas. Babak has over 7 years of experience in the financial services industry. Previously, Babak was employed with Wells Fargo Advisors, PNC Investments, and Vanguard Marketing Corporation. Babak has a Series 6, 7, 63, and 65 license, as well as the SIE. Babak specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Babak also offers selection of other advisers and portfolio management for investment companies.
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
TX
04/25/2023 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
02/17/2021 - 02/14/2023
VANGUARD MARKETING CORPORATION (Plano TX)
NC
09/06/2017 - 01/13/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NJ
08/01/2016 - 07/19/2017
PNC INVESTMENTS (MT. LAUREL NJ)
PA
07/31/2015 - 07/07/2016
WELLS FARGO ADVISORS, LLC (PHILADELPHIA PA)
IA
Issued 09/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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