Unclaimed
Shawn Sabir is an investment advisor representative currently registered with Fidelity Personal and Workplace Advisors. Shawn is licensed to provide investment advisory services in Texas and Utah. Shawn's areas of expertise include Retirement Planning, Mutual Funds, Annuities, and College Savings Plans. Shawn is committed to providing personalized financial guidance to help you reach your financial goals.
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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UT
02/12/2025 - Present
Fidelity Personal AND Workplace Advisors (WOODS CROSS UT)
BC
Issued 08/03/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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