Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zainab? Claim Your ProfileZainab Khan is a financial advisor with Fidelity Personal And Workplace Advisors. Zainab has been in the financial services industry for over 6 years, working in both the state of Wisconsin and Washington. Zainab has her Series 6, 7, 63, and 65 licenses as well as her SIE and is a Certified Financial Planner. Zainab works with clients across a variety of needs including individuals, corporations, and trusts. Zainab has been employed by Fidelity Personal And Workplace Advisors since September 2022, and previously held a position with Prudential Advisors.
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
WA
11/11/2022 - Present
Fidelity Personal AND Workplace Advisors (BELLEVUE WA)
WI
07/01/2016 - 05/31/2022
PRUCO SECURITIES, LLC. (WAUWATOSA WI)
IA
Issued 11/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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