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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rohaib? Claim Your ProfileRohaib Shaheen Hamid is a financial advisor with Fidelity Personal and Workplace Advisors. Rohaib has been in the financial services industry since 2011. Rohaib is licensed to provide investment advice in California and Texas. Rohaib previously worked at Morgan Stanley and E*TRADE Securities LLC. Rohaib holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Rohaib is a licensed realtor in Utah and California. Rohaib specializes in providing financial advice to individuals and families, as well as businesses and retirement plans. Rohaib offers financial planning, portfolio management, and education seminars. Rohaib is committed to providing his clients with personalized financial advice and strategies 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
03/16/2021 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
FL
09/13/2013 - 05/06/2019
MORGAN STANLEY (TAMPA FL)
UT
12/22/2011 - 08/23/2013
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 09/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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