Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noa? Claim Your ProfileNoa Tsila Bendory is an investment advisor representative with Fidelity Personal And Workplace Advisors. Noa is registered with FINRA as a Series 7, Series 66, and SIE exam holder. Noa has been in the industry since 2018. Prior to joining Fidelity Personal And Workplace Advisors, Noa worked at Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Noa provides financial planning, selection of other advisers, and portfolio management for individuals and businesses. Noa's firm has over $800 billion in assets under management and manages a diverse client base.
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
NY
05/23/2024 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
12/27/2018 - 10/07/2021
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NJ
09/17/2018 - 12/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SHORT HILLS NJ)
BOTH
Issued 05/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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