Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shantanu? Claim Your ProfileShantanu Narayen is a financial advisor with Fidelity Personal And Workplace Advisors. Shantanu has been in the financial services industry since 2010 and is registered with the state of Florida. Shantanu has a Series 63, Series 66 and Series 7 license and a SIE certification. Shantanu has worked for several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Newport Group Securities, Inc., Fidelity Brokerage Services LLC, T3 Trading Group, LLC, Charles Schwab & Co., Inc., National Securities Corporation and Assent LLC. Shantanu specializes in providing financial planning, portfolio management for individuals and businesses, selection of other advisors and educational seminars.
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
FL
03/28/2022 - Present
Fidelity Personal AND Workplace Advisors (ALTAMONTE SPRINGS FL)
FL
01/22/2021 - 02/02/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ORLANDO FL)
FL
03/06/2018 - 11/19/2020
NEWPORT GROUP SECURITIES, INC. (Lake Mary FL)
FL
02/19/2015 - 06/07/2017
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
NY
01/23/2014 - 10/20/2014
T3 TRADING GROUP, LLC (NEW YORK NY)
FL
08/12/2010 - 11/11/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
12/08/2009 - 06/03/2010
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
02/26/2009 - 12/01/2009
ASSENT LLC (FORT LAUDERDALE FL)
BOTH
Issued 12/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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