Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kam? Claim Your ProfileKam Shadan is an active advisor representative with Fidelity Personal And Workplace Advisors. Kam has been in the industry since 2002 and holds Series 3, 7, 24, 26, 63, and 65 licenses. Kam has worked for several firms including Paulson Investment Company LLC, QUEST CAPITAL STRATEGIES, INC., and Wells Fargo Investments, LLC. The advisor’s current firm, Fidelity Personal And Workplace Advisors, has its main office in Boston, MA.
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
08/07/2019 - Present
Fidelity Personal AND Workplace Advisors (LARKSPUR CA)
CA
07/28/2018 - 04/03/2019
PAULSON INVESTMENT COMPANY LLC (San Francisco CA)
CA
04/14/2017 - 03/06/2018
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
03/15/2011 - 12/31/2014
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CA
07/01/2008 - 03/30/2009
WHITEHALL-PARKER SECURITIES, INC. (SAN RAFAEL CA)
CA
10/04/2006 - 03/09/2007
PRIVATE CONSULTING GROUP, INC. (NOVATO CA)
CA
03/31/2004 - 10/11/2006
WELLS FARGO INVESTMENTS, LLC (MILL VALLEY CA)
CA
07/17/2002 - 04/13/2004
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
MA
03/20/1999 - 06/17/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/20/1999 - 06/17/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/01/1996 - 01/05/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 01/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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