Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dhaval? Claim Your ProfileDhaval H. Shah is an investment advisor representative with Fidelity Personal And Workplace Advisors, located in Tysons Corner, Virginia. Dhaval has been in the financial services industry since 2009 and has a broad range of experience working with individuals, families, and businesses. Dhaval holds the Series 6, 7, 24, and 66 licenses, as well as the SIE.
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
VA
02/12/2020 - Present
Fidelity Personal AND Workplace Advisors (TYSONS CORNER VA)
VA
01/17/2019 - 01/31/2020
TD AMERITRADE, INC. (RESTON VA)
VA
04/22/2016 - 01/24/2019
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
01/05/2016 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
VA
08/03/2009 - 01/06/2016
T. ROWE PRICE INVESTMENT SERVICES, INC. (MCLEAN VA)
BOTH
Issued 10/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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