Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raneeta? Claim Your ProfileRaneeta Singh is a financial advisor at Fidelity Personal And Workplace Advisors. Raneeta has been in the financial industry for over seven years and holds several professional licenses including Series 7, Series 6, Series 63 and Series 65. Raneeta has experience working with individuals, families, businesses, and charitable organizations. Raneeta is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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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2
CA
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (FOLSOM CA)
CA
02/25/2022 - 01/11/2023
WELLS FARGO CLEARING SERVICES, LLC (SACRAMENTO CA)
CA
12/11/2019 - 03/01/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SACRAMENTO CA)
CA
02/08/2016 - 08/23/2019
WELLS FARGO CLEARING SERVICES, LLC (ELK GROVE CA)
IA
Issued 12/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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