Unclaimed
Mardiros Ekmekjian is a financial advisor with Fidelity Personal AND Workplace Advisors. Mardiros has been working in the financial industry since March 7, 2016. Mardiros has worked with several firms over the years including Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bank of America. Mardiros holds Series 7, 9, 10, 66, and SIE licenses. Fidelity Personal AND Workplace Advisors manages assets of more than $818 Billion. The firm offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors.
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
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (WALNUT CREEK CA)
CA
06/01/2015 - 01/19/2016
EDWARD JONES (FRESNO CA)
BOTH
Issued 07/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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