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Najla Furqan

Fidelity Brokerage Services LLC

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About Najla Furqan

Najla Furqan is a financial professional with over 10 years of experience in the industry. Najla is currently registered with Fidelity Brokerage Services LLC and holds Series 7, 9, 10, 24, and 66 licenses. Prior to joining Fidelity Brokerage Services LLC, Najla worked for Edward Jones, Scottrade, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Najla Furqan is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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.

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.

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Najla Furqan’s Registration & Firm History

KY

07/27/2022 - Present

Fidelity Brokerage Services LLC (COVINGTON KY)

MO

04/26/2018 - 11/09/2020

EDWARD JONES (ST. LOUIS MO)

MO

07/08/2014 - 03/09/2018

SCOTTRADE, INC. (ST. LOUIS MO)

FL

04/19/2012 - 06/12/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

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Licenses & Designations

BOTH

Issued 05/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/16/2024

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/20/2024

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 04/04/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Najla Furqan.
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