Unclaimed
Fatima Awada is a registered representative with Flagship Harbor Advisors, LLC. Fatima has been in the industry since March 2023 and holds a Series 66 license. Fatima's primary focus is providing financial planning and portfolio management services to individual clients. Fatima's experience includes working at HarbourVest Partners and Boathouse, Inc. Fatima has a strong background in finance and is dedicated to providing her clients with personalized and comprehensive financial guidance.
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.
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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MA
11/29/2024 - Present
Flagship Harbor Advisors, LLC (BOSTON MA)
Active
Inactive
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