Unclaimed
Naomi Jacquelyn Parham is a financial advisor registered with Fruitful, a firm that provides financial planning and portfolio management for individuals. Naomi has been in the industry since 2014 and holds the Certified Financial Planner designation. Her firm manages approximately $1,384,519 in assets for 89 clients.
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.
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.
1
2
NY
11/22/2024 - Present
Fruitful (NEW YORK NY)
Active
Inactive
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