Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Suparna? Claim Your ProfileSuparna Sen is an investment advisor representative at Fidelity Personal and Workplace Advisors. Suparna has been in the industry since September 2002 and has held previous roles with H&R Block Financial Advisors, Inc., Fidelity Brokerage Services LLC, and Fidelity Investments Institutional Services Company, Inc. Suparna holds a Series 6, Series 7, and Series 66 license, as well as the Securities Industry Essentials Examination (SIE). Currently, Suparna is registered with the state of Massachusetts as both a Registered Investment Advisor (IA) and a Registered Representative (RA), and is also registered in New Hampshire and Texas as an IA. Suparna is affiliated with Fidelity Personal and Workplace Advisors and has a branch office in Boston, MA.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MI
12/17/2003 - 11/10/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
RI
11/06/2000 - 01/18/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
01/10/1999 - 02/05/1999
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 02/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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