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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rupsa? Claim Your ProfileRupsa Maity is an investment advisor representative with Fidelity Personal And Workplace Advisors, a firm with over $818 billion in regulatory assets under management. Rupsa Maity has been in the industry since December 2022. Rupsa Maity holds both state and FINRA registrations, with Series 7TO, Series 66 and SIE exams, and is licensed to provide investment advice in 52 states and the District of Columbia. Rupsa Maity is registered to provide investment advice in the areas of financial planning, educational seminars, and selection of other advisors. Rupsa Maity also provides portfolio management for both businesses and individuals. Fidelity Personal And Workplace Advisors provides investment advice to a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing 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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RI
04/12/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
BOTH
Issued 02/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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