Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samir? Claim Your ProfileSamir Rahman is an investment advisor representative at Fidelity Personal and Workplace Advisors. Samir is registered with FINRA and is also an Investment Advisor Representative in California and Texas. Samir has a Series 7, 57, and 66 license. Samir has been in the industry since October 1, 2018. Previously, Samir worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and SEVEN POINTS CAPITAL, LLC. Samir works in the San Francisco office. Samir is a fiduciary and is registered with the SEC.
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
03/04/2024 - Present
Fidelity Personal AND Workplace Advisors (SAN FRANCISCO CA)
FL
09/10/2019 - 09/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
02/27/2018 - 05/06/2019
SEVEN POINTS CAPITAL, LLC (Ft. Lauderdale FL)
BOTH
Issued 11/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2018
Series 57 - Securities Trader Exam
Active
Inactive
F
FINRA
N
New York Stock Exchange
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