Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faryal? Claim Your ProfileFaryal Akram is a registered representative and investment advisor representative who has been in the financial services industry for 4 years. Akram is currently registered with Fidelity Personal And Workplace Advisors. Prior to joining Fidelity, Akram was a registered representative with RBC Capital Markets, LLC. Akram holds the Series 66, Series 7TO and SIE licenses. Akram has a specialization in providing services to high-net-worth individuals, corporations, charitable organizations and pension and profit-sharing plans. Fidelity Personal And Workplace Advisors provides financial planning, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Fidelity has over $1 billion in assets under management and serves over 13,000 clients.
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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CA
06/13/2024 - Present
Fidelity Personal AND Workplace Advisors (EL SEGUNDO CA)
CA
06/23/2023 - 04/10/2024
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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