Unclaimed
Shiv Jagdish Enakar is an investment advisor representative registered with Fidelity Personal and Workplace Advisors. Shiv has been in the industry since April 16, 2022 and holds Series 66, Series 7TO, and SIE licenses. Previously, Shiv worked at Ameriprise Financial Services, LLC in Troy, Michigan. Shiv also holds a designation as a Certified Financial Planner. Shiv specializes in providing financial advice to individuals, businesses, and charitable organizations. Shiv's professional experience includes working at various financial institutions, including Quicken Loans and Blue Cross Blue Shield of Michigan.
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.
1
2
MI
10/13/2023 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
MI
02/28/2022 - 05/16/2022
AMERIPRISE FINANCIAL SERVICES, LLC (TROY MI)
BOTH
Issued 05/09/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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