Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitesh? Claim Your ProfileMitesh Shah is a financial advisor at Fidelity Personal And Workplace Advisors. Mitesh has been in the financial services industry since December 2015. Mitesh has worked at various firms including J.P. Morgan Securities LLC, FS Investment Solutions, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mitesh is registered in 22 states. Mitesh holds the Series 7, Series 99TO and Series 66 licenses. Mitesh is also a registered Investment Advisor. Mitesh specializes in providing financial planning, portfolio management, 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
PA
08/24/2023 - Present
Fidelity Personal AND Workplace Advisors (WARRINGTON PA)
DE
08/08/2019 - 05/27/2023
J.P. MORGAN SECURITIES LLC (Newark DE)
PA
04/03/2018 - 04/27/2018
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
NJ
11/19/2013 - 07/31/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 08/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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