Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kunal? Claim Your ProfileKunal Sharma is a financial advisor currently registered with Fidelity Personal And Workplace Advisors. Kunal has been in the industry since June 2009 and has been registered with Fidelity Personal And Workplace Advisors since January 2024. Before joining Fidelity Personal And Workplace Advisors, Kunal was employed by WELLS FARGO CLEARING SERVICES, LLC and J.P. MORGAN SECURITIES LLC. Kunal has a Series 6, 7, 63 and 66 license. Kunal is licensed in Arizona, California, Massachusetts, Nevada, New Jersey and Texas. Kunal's specializations include: * Financial Planning * Portfolio Management for Individuals * Portfolio Management for Businesses * Selection of other Advisers * Educational Seminars
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
08/05/2024 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CA
08/16/2022 - 09/25/2023
WELLS FARGO CLEARING SERVICES, LLC (PASADENA CA)
CA
10/01/2012 - 07/18/2022
J.P. MORGAN SECURITIES LLC (MARINA DEL REY CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARINA DEL REY CA)
NY
01/28/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (LITTLE NECK NY)
BOTH
Issued 08/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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