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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamahal? Claim Your ProfileJamahal Sobharan Singh is a financial advisor with Fidelity Personal AND Workplace Advisors. Jamahal has been in the financial industry since 2014. Jamahal is registered in 53 states as a broker and in 2 states as an investment advisor. Jamahal has worked for SECU BROKERAGE SERVICES, STATE EMPLOYEES' CREDIT UNION, CREDIT UNION INVESTMENT SERVICES, and SECU LIFE INSURANCE COMPANY. Jamahal is also a Certified Financial Planner. Jamahal provides financial planning, portfolio management for businesses and individuals, 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.
1
2
NC
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
05/15/2014 - 05/20/2022
SECU BROKERAGE SERVICES (RALEIGH NC)
IA
Issued 12/12/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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