Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sargon? Claim Your ProfileSargon Lazar is an investment advisor representative with Fidelity Personal And Workplace Advisors, registered in Arizona and Texas. Sargon has been in the industry since 2021 and holds the Series 63, Series 65, Series 7TO, and SIE licenses. Sargon has a wide range of experience in the financial industry and is dedicated to providing personalized financial advice to help clients achieve their financial goals. Sargon works with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Fidelity Personal And Workplace Advisors offers financial planning, portfolio management, and educational seminars. The firm manages over $818 billion in assets.
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
AZ
06/27/2023 - Present
Fidelity Personal AND Workplace Advisors (PEORIA AZ)
IA
Issued 06/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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