Nauman RanaCRD Number: 3077055
Current Firm: Fidelity Personal And Workplace Advisors
Nauman Rana (CRD# 3077055) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 23 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||4|
|Fidelity Investments||Boston, MA||Aug 2015 - Current||6|
|Jpmorgan Securities LLC||Newark, DE||Mar 2015 - Aug 2015||< 1|
|Investors Capital Corp||Lynnfield, MA||Jul 2007 - Feb 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
|S65||NASAA Investment Advisors Law Examination||May 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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