Invested Better
Unclaimed

Unclaimed

Unclaimed

Mariama Bah

Fidelity Personal AND Workplace Advisors

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Mariama? Claim Your Profile

About Mariama Bah

Mariama Bah is a financial advisor with Fidelity Personal And Workplace Advisors. Mariama has been working in the financial services industry since January 7, 2021. Mariama is registered as a broker-dealer with the Financial Industry Regulatory Authority (FINRA) and as an investment advisor representative (IAR) in Maryland and Texas. Mariama is licensed to sell securities in 35 states and has passed the Series 66, Series 7TO, and SIE exams. Prior to joining Fidelity Personal And Workplace Advisors, Mariama worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mariama's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans. Mariama offers a variety of financial planning and investment advisory services, including portfolio management, financial planning, and educational seminars.

Firm Information

Mariama Bah is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large investment advisory firm based in Boston, MA. The firm manages over $818 billion in assets for a wide range of clients, including individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a variety of investment services, including financial planning, portfolio management, and educational seminars. Fidelity Personal and Workplace Advisors is registered with the Securities and Exchange Commission (SEC) and has a strong track record of providing comprehensive and personalized investment advice.
Fidelity Personal AND Workplace Advisors

7501 WISCONSIN AVENUE

BETHESDA, MD 20814

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Mariama Bah’s Registration & Firm History

MD

05/22/2023 - Present

Fidelity Personal AND Workplace Advisors (BETHESDA MD)

MD

12/03/2020 - 09/13/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HYATTSVILLE MD)

Not sure if Mariama Bah is right for you?

Licenses & Designations

BOTH

Issued 1/5/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/3/2020

Series 7TO - General Securities Representative Examination

BC

Issued 10/27/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Mariama Bah.
Not sure if Mariama Bah is right for you?
Invested Better

Copyright 2024 Invested Better

Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.