Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nora? Claim Your ProfileNora Jashari is a financial advisor at Fidelity Personal And Workplace Advisors. Nora has been in the financial services industry since 2017. Nora is registered with the state of California and Texas. Nora is also FINRA registered. Nora has a Series 66 license and a Series 7 license. Nora has prior experience working at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Nora is a specialist in retirement planning, college planning, and estate planning. Nora is also knowledgeable about investment strategies, insurance, and tax planning.
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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CA
11/17/2022 - Present
Fidelity Personal AND Workplace Advisors (RANCHO CUCAMONGA CA)
CA
08/07/2020 - 10/12/2022
WELLS FARGO CLEARING SERVICES, LLC (CLAREMONT CA)
CA
05/08/2018 - 06/05/2020
J.P. MORGAN SECURITIES LLC (CLAREMONT CA)
CA
12/01/2016 - 04/30/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOMA LINDA CA)
BOTH
Issued 02/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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