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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samin? Claim Your ProfileSamin Mozaffari-nejad is a financial advisor with Fidelity Personal And Workplace Advisors. Samin has been in the industry since 2007, and has experience working with a variety of clients, including individuals, families, corporations and charitable organizations. Samin is registered to provide investment advice in 52 states and is also registered as a Registered Representative with FINRA. Samin's specializations include retirement planning, college savings planning, and estate planning.
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
UT
07/14/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
08/10/2020 - 04/06/2021
CUNA BROKERAGE SERVICES, INC. (Glendale AZ)
AZ
08/17/2017 - 11/22/2019
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
08/31/2007 - 07/14/2017
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/11/2006 - 10/15/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
IA
Issued 08/02/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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