Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fatima? Claim Your ProfileFatima Shahid is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Fatima holds a Series 63 and 66 licenses in addition to Series 7 and SIE. Fatima is currently licensed in 27 states and has been working in the financial industry since 2023. Fatima is based in Alexandria, VA. Fidelity Personal And Workplace Advisors is based in Boston, MA and manages over $818 Billion in client assets. Fatima specializes in providing financial planning, investment management, and education seminars to individuals and families.
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.
1
2
VA
08/03/2023 - Present
Fidelity Personal AND Workplace Advisors (ALEXANDRIA VA)
BOTH
Issued 06/12/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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