Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hadi? Claim Your ProfileHadi Fahimi is a financial advisor currently registered with Raymond James & Associates, Inc., in Greenwich, CT. Hadi has been in the industry since 1978, with experience at several firms including Deutsche Bank Securities Inc. Hadi has a wide range of experience in financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Hadi is licensed to provide advisory services in several states.
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.
Guidance on pension options to ensure a secure financial future.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
09/27/2016 - Present
Raymond James & Associates, Inc. (Greenwich CT)
NY
08/16/2005 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
11/22/1999 - 09/09/2004
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/14/1994 - 12/08/1999
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
05/14/1988 - 11/19/1999
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/15/1983 - 05/14/1988
E. F. HUTTON & COMPANY INC
NA
09/26/1978 - 03/08/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
09/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 03/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1994
Series 17 - Limited Registered Representative Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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