Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nader? Claim Your ProfileNader Hosseinzadeh is a financial advisor at Fidelity Personal And Workplace Advisors. Nader is a registered representative and investment advisor representative. Nader has been in the financial services industry for more than 9 years. Nader holds the Series 66, Series 7 and SIE licenses. Nader has experience working with individuals, high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nader provides financial planning, portfolio management, and 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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CA
06/30/2020 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
CA
05/14/2020 - 07/01/2020
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
05/31/2018 - 03/27/2020
U.S. BANCORP INVESTMENTS, INC. (CORONA CA)
CA
10/27/2016 - 05/31/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE ELSINORE CA)
CA
08/17/2015 - 10/05/2016
UNIONBANC INVESTMENT SERVICES, LLC (DANA POINT CA)
CA
01/01/2015 - 07/15/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWPORT BEACH CA)
BOTH
Issued 01/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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