Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kaleem? Claim Your ProfileKaleem Shahid Ansari is a financial advisor registered with Fidelity Brokerage Services LLC. Kaleem has been in the financial industry since February 4, 2012. Kaleem is licensed in 52 states and is also registered as an investment advisor in California and Texas. Kaleem previously worked at Emerson Equity LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, MML Investors Services, LLC, and Foreside Fund Services, LLC, among other firms.
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
UT
11/03/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
CA
02/02/2021 - 03/24/2021
EMERSON EQUITY LLC (SAN MATEO CA)
CA
03/09/2018 - 03/04/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
CA
02/17/2016 - 03/08/2017
MML INVESTORS SERVICES, LLC (CITY OF INDUSTRY CA)
NJ
05/29/2009 - 04/06/2011
FORESIDE FUND SERVICES, LLC (PRINCETON NJ)
NY
12/06/2005 - 12/01/2006
KARVY, INC. (NEW YORK NY)
NY
10/11/2000 - 09/23/2004
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
03/09/2000 - 07/05/2000
MOMENTUM SECURITIES, L.L.C. (NEW YORK NY)
NY
11/15/1999 - 01/28/2000
FORDHAM FINANCIAL MANAGEMENT, INC. (NEW YORK NY)
NY
06/15/1998 - 08/25/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 6/7/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/21/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 6/16/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Kaleem Ansari is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
