Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nassim? Claim Your ProfileNassim Elias is a financial advisor at Fidelity Personal and Workplace Advisors, a firm with over $818 billion in assets under management. Nassim Elias has been in the financial services industry since 2002 and holds the Series 7, 9, 10, 63 and 66 licenses. Nassim Elias is a Certified Financial Planner and provides financial planning, portfolio management for individuals and businesses, 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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
FL
07/08/2005 - 06/09/2009
SUNTRUST INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
MO
08/27/2002 - 07/15/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MN
12/07/1999 - 07/03/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/07/1999 - 07/03/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/06/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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