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 an investment advisor representative at Fidelity Personal AND Workplace Advisors. Kaleem has been working in the financial services industry since February 4, 2012. Kaleem holds licenses in 52 states as well as California and Texas for Investment Advisor. Kaleem has held previous positions with firms such as Emerson Equity LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and MML Investors Services, LLC.
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 06/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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