Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tsolmontuya? Claim Your ProfileTsolmontuya Saran is a financial advisor with over 6 years of experience in the financial services industry. Tsolmontuya has a Series 7, Series 66, and SIE license and is registered to provide investment advice in multiple states, including Maryland and Texas. Tsolmontuya is currently employed by Fidelity Personal And Workplace Advisors. Prior to joining Fidelity, Tsolmontuya worked as a financial advisor at TD Ameritrade, Inc. Tsolmontuya specializes in providing financial planning services, portfolio management for individuals and businesses, and educational seminars. Tsolmontuya has a passion for helping clients achieve their financial goals and is dedicated to providing them with the best possible service.
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
MD
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (ANNAPOLIS MD)
FL
04/13/2015 - 01/11/2021
TD AMERITRADE, INC. (CORAL GABLES FL)
BOTH
Issued 06/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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