Unclaimed
Waris Christopher Rahemtulla is an investment advisor representative with Fruitful, a firm located in New York, NY. Waris is a Certified Financial Planner™ and Chartered Financial Consultant. They are registered in New Jersey and New York. Waris has been in the industry since 2014. Previously, Waris was employed by Fidelity Brokerage Services LLC and Citizens Securities, Inc. Waris provides investment advisory services to individuals and offers financial planning 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.
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.
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2
NY
05/31/2024 - Present
Fruitful (NEW YORK NY)
MA
10/15/2021 - 05/24/2024
CITIZENS SECURITIES, INC. (WESTWOOD MA)
PA
07/07/2014 - 06/30/2021
FIDELITY BROKERAGE SERVICES LLC (KING OF PRUSSIA PA)
BC
Issued 08/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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