Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Narine? Claim Your ProfileNarine Bhola is a financial advisor registered with Fidelity Personal and Workplace Advisors. Narine has been in the industry since 2008. Narine specializes in providing financial planning, investment advice, and portfolio management for individuals, businesses, and charitable organizations.
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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2
TX
05/20/2020 - Present
Fidelity Personal AND Workplace Advisors (KATY TX)
TX
03/01/2018 - 05/02/2020
TD AMERITRADE, INC. (HOUSTON TX)
TX
08/31/2016 - 03/07/2018
SCOTTRADE, INC. (HOUSTON TX)
TX
10/01/2012 - 06/23/2015
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
10/03/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/20/2008 - 11/10/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
BOTH
Issued 11/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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