Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hamed? Claim Your ProfileHamed Rashidpour is a financial advisor currently associated with Fidelity Personal and Workplace Advisors. Hamed has been in the financial industry for over 6 years. Hamed has Series 7, SIE and Series 66 registrations. Previously, Hamed was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Hamed works with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and state or municipal government entities. Hamed Rashidpour offers financial planning, educational seminars, selection of other advisers, portfolio management for individuals and portfolio management for businesses.
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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2
CA
07/08/2022 - Present
Fidelity Personal AND Workplace Advisors (BERKELEY CA)
CA
02/28/2018 - 05/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
BOTH
Issued 04/04/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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