Unclaimed
Tanmeeka Kaur Ahuja is a Registered Representative and Investment Adviser Representative at Fidelity Personal AND Workplace Advisors, located in New York, New York. Tanmeeka Kaur Ahuja has been in the securities industry since December 8, 2022. Tanmeeka Kaur Ahuja holds the Series 66, Series 7TO, and SIE licenses. Tanmeeka Kaur Ahuja is registered with the state of New York, Texas, and 24 other states. Tanmeeka Kaur Ahuja is also registered with FINRA and has been in the securities industry since December 8, 2022. Tanmeeka Kaur Ahuja has experience in the securities industry and financial services. Tanmeeka Kaur Ahuja's firm is a large firm with over $1 billion in assets under management. The firm is known for its financial planning, educational seminars, and portfolio management services.
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
NY
01/18/2023 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
BOTH
Issued 01/11/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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