Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Junaid? Claim Your ProfileJunaid Mirza is a financial advisor with Fidelity Personal And Workplace Advisors. Junaid has been working in the financial services industry since January 2015. Junaid is registered with both the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Junaid is licensed to provide financial advice in several states, including Illinois and Texas. Junaid has a wide range of experience in the financial services industry. Prior to joining Fidelity, Junaid worked for JP Morgan Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Vanguard Group, Inc.
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
IL
09/25/2020 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
AZ
03/06/2020 - 09/15/2020
J.P. MORGAN SECURITIES LLC (MARANA AZ)
AZ
07/24/2015 - 03/04/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORO VALLEY AZ)
AZ
12/09/2014 - 06/09/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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