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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shayan? Claim Your ProfileShayan Shamsi is an investment advisor representative with Fidelity Personal And Workplace Advisors. Shayan has been in the industry for over 2 years and has a Series 66, Series 7, and SIE license. Shayan has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. Shayan's firm, Fidelity Personal And Workplace Advisors, is a large firm with over $1 billion in assets under management. The firm offers a variety of investment advisory services, including financial planning, portfolio management, and educational seminars. Shayan Shamsi is a valuable asset to any individual or company seeking investment advice.
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
03/03/2023 - Present
Fidelity Personal AND Workplace Advisors (LARGO FL)
FL
10/11/2021 - 05/10/2022
MORGAN STANLEY (Temple Terrace FL)
BOTH
Issued 01/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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