Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rajmond? Claim Your ProfileRajmond Pernokaj is an investment advisor representative at Fidelity Personal And Workplace Advisors. Rajmond has been in the financial services industry for over 7 years. Rajmond is registered with the state of Massachusetts, New Hampshire and Texas as an Investment Advisor Representative. Rajmond has also passed the Series 6, Series 7, Series 63 and Series 65 exams.
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
NH
10/17/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
03/18/2019 - 09/22/2022
CITIZENS SECURITIES, INC. (ARLINGTON MA)
MA
05/04/2015 - 11/06/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (BOSTON MA)
IA
Issued 04/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Rajmond Pernokaj is the right advisor for you? Invested Better is here to help.
