Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Golnaz? Claim Your ProfileGolnaz Salehi is a registered representative with Fidelity Personal and Workplace Advisors. She is licensed to provide investment advice in Colorado and Texas. Golnaz has been in the financial services industry for more than 5 years. She holds the Series 66 license. Golnaz's experience includes working with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. She offers a range of advisory services, including financial planning, portfolio management, and educational seminars.
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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CO
09/10/2024 - Present
Fidelity Personal AND Workplace Advisors (CASTLE ROCK CO)
Active
Inactive
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