Unclaimed
Bibhor Regmi is a financial advisor at Fidelity Personal And Workplace Advisors. Bibhor is registered with FINRA as a Registered Representative and has been working in the financial services industry since 2015. Bibhor has a Series 7TO, Series 66, and a SIE license. Bibhor is registered with the Securities and Exchange Commission and the State of Texas. Bibhor has experience providing financial planning, portfolio management, and educational seminars to individual clients, businesses, and retirement plans. Bibhor is passionate about helping clients achieve their financial goals and provides a personalized approach to financial planning. Bibhor is committed to providing clients with the highest level of service and expertise.
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
02/03/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
BOTH
Issued 01/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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