Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wahid? Claim Your ProfileWahid Nurie is a financial advisor with Fidelity Personal and Workplace Advisors. Wahid has been in the industry since 2006, holding various positions at firms like Wells Fargo Investments, LLC and Citigroup Global Markets Inc. Wahid is registered to provide investment advice in various states, including California, Colorado, Florida, Georgia, Hawaii, Idaho, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Wahid holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials Examination.
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
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (FREMONT CA)
CA
11/02/2010 - 04/05/2012
CHASE INVESTMENT SERVICES CORP. (WALNUT CREEK CA)
CA
04/16/2008 - 11/02/2010
WELLS FARGO INVESTMENTS, LLC (SAN LEANDRO CA)
CA
05/29/2007 - 06/29/2007
CITIGROUP GLOBAL MARKETS INC. (FREMONT CA)
CA
10/26/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FREMONT CA)
CA
10/06/2005 - 10/11/2006
WELLS FARGO INVESTMENTS, LLC (BERKELEY CA)
BOTH
Issued 11/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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