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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kanak? Claim Your ProfileKanak Aggarwal is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Kanak is based out of the firm's Mountain View office, and has been in the financial industry since 2017. Kanak's primary professional focus is as a registered investment advisor representative and holds the Series 66, Series 7 and SIE securities licenses. Kanak's current registrations include: California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Maryland, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Virginia and Washington. Kanak has experience with clients such as high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Kanak's firm, Fidelity Personal And Workplace Advisors, provides financial planning, portfolio management for businesses, portfolio management for individuals, educational seminars, and selection of other advisors to clients.
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
CA
05/02/2024 - Present
Fidelity Personal AND Workplace Advisors (MOUNTAIN VIEW CA)
CA
01/19/2018 - 01/11/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CASTRO VALLEY CA)
CA
06/02/2017 - 01/22/2018
SCOTTRADE, INC. (FREMONT CA)
BOTH
Issued 06/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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