Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nader? Claim Your ProfileNader Kaliel is a financial advisor registered with Fidelity Personal And Workplace Advisors. Nader Kaliel has been active in the industry since December 26, 2020. Nader Kaliel is a registered representative and investment advisor representative, and is licensed in 52 states. Nader Kaliel is also licensed to offer securities in Texas and Georgia. Prior to joining Fidelity Personal And Workplace Advisors, Nader Kaliel was associated with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and WELLS FARGO CLEARING SERVICES, LLC.
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
GA
07/31/2024 - Present
Fidelity Personal AND Workplace Advisors (KENNESAW GA)
GA
11/21/2023 - 06/13/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
10/28/2022 - 11/02/2023
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
NY
06/18/2010 - 06/06/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 11/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Nader Kaliel is the right advisor for you? Invested Better is here to help.
