Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neda? Claim Your ProfileNeda Tavakoli is a financial advisor in Boston, MA. Neda has been in the financial services industry since 2007. Neda is currently registered with Fidelity Personal and Workplace Advisors, where Neda has been employed since July 2018. Previously, Neda was registered with Ameriprise Financial Services, Inc. from December 2007 to April 2008 in Irvine, CA. Neda holds Series 66, 10, 9, SIE, and 7 securities licenses. Neda is also registered as an Investment Advisor Representative in California and Texas.
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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MA
07/09/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
12/20/2007 - 04/17/2008
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 01/11/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/26/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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