Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Njambi? Claim Your ProfileNjambi Purdy Hooks is an active investment advisor representative with over 10 years of experience in the industry. She holds various licenses including Series 66, Series 10, Series 9, SIE and Series 7. Njambi is a Certified Financial Planner™ professional. Njambi is currently registered with Fidelity Personal AND Workplace Advisors. She has also previously worked with FIDELITY BROKERAGE SERVICES LLC and HSBC SECURITIES (USA) INC. Njambi currently provides financial planning, educational seminars and selection of other advisors to her clients. She is a registered investment advisor representative in California, Massachusetts, Texas and Utah.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
01/17/2012 - 10/18/2013
FIDELITY BROKERAGE SERVICES LLC (SANTA BARBARA CA)
CA
07/09/2009 - 01/09/2012
HSBC SECURITIES (USA) INC. (BEVERLY HILLS CA)
BOTH
Issued 11/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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