Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Payal? Claim Your ProfilePayal Saraf is a financial advisor at Fidelity Personal And Workplace Advisors, based in Bellevue, Washington. Payal has been a registered representative since July 2017 and is licensed to provide financial services in 15 states. Payal specializes in investment advice for individuals, businesses, and retirement plans.
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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WA
06/23/2022 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
WA
07/10/2017 - 04/30/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (REDMOND WA)
BOTH
Issued 08/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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