Armando FarahaniCRD Number: 7275524
Current Firm: Fidelity Personal And Workplace Advisors
Armando Farahani (CRD# 7275524) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has 1 year of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Fidelity Investments||Orlando, FL||Oct 2021 - Current||< 1|
|The Prudential Insurance Company Of America||Tampa, FL||Jun 2020 - Oct 2021||1|
|Prudential Annuities Distributors Inc.||Tampa, FL||Jun 2020 - Oct 2021||1|
|Alive Elderly Services||North Vancouver,||Jan 2019 - Jun 2020||1|
|Ig Wealth Management||Vancouver,||Jan 2018 - Jan 2019||1|
|Arian Heavy Duty Cranes||North Vancouver,||Nov 2016 - Jan 2018||1|
|Bank Of Montreal||North Vancouver,||May 2016 - Nov 2016||< 1|
|Cibc Bank||Vancouver,||Jun 2015 - May 2016||< 1|
|University Of British Columbia||Vancouver,||Jul 2010 - Jun 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2020|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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