Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saleh? Claim Your ProfileSaleh Mezrahi is a financial advisor registered with Fidelity Personal And Workplace Advisors, a firm located in Boston, MA. Saleh has been working in the financial industry for 20 years and has held a number of different positions at various firms throughout their career. Saleh is also a Certified Financial Planner, which means they have met certain standards of education and experience. Saleh is registered to provide advisory services in 24 states and has been with Fidelity Personal And Workplace Advisors since 2012. The firm primarily manages assets for high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
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
NY
09/06/2018 - Present
Fidelity Personal AND Workplace Advisors (Garden City NY)
NY
04/03/2006 - 08/14/2012
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
02/06/2003 - 02/23/2006
MORGAN STANLEY DW INC. (GARDEN CITY NY)
BOTH
Issued 04/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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