Unclaimed
Nohra Sami Bello is a financial advisor at Fidelity Personal And Workplace Advisors. Nohra has over eight years of experience in the financial services industry. Nohra holds Series 7, 63 and 66 licenses, along with the SIE exam. Nohra is also a Certified Financial Planner. Nohra specializes in providing financial advice and portfolio management services to individuals, families, and businesses. Nohra has worked for several firms in the past, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and Charles Schwab & Co., Inc. Nohra is currently registered with the state of Arizona and Texas as an Investment Advisor Representative. Nohra has a broad understanding of the financial markets and a commitment to providing her clients with personalized financial solutions.
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
AZ
06/29/2022 - Present
Fidelity Personal AND Workplace Advisors (SCOTTSDALE AZ)
AZ
12/01/2015 - 03/09/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
06/27/2014 - 11/27/2015
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 11/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Nohra Bello is the right advisor for you? Invested Better is here to help.