Nader
Hosseinzadeh
Fidelity Personal And Workplace Advisors
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About this Advisor
Nader Hosseinzadeh is a financial advisor working in Rancho Cucamonga, California who has 3 years of industry experience. Hosseinzadeh is on the advisory team at Fidelity Personal And Workplace Advisors. During their career, the advisor has held roles at Pnc, Pacific Mercantile Bank, Remax Premier Realty, Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, N.A, Mufg Union Bank, Unionbanc Investment Services, Merrill Lynch, Pierce, Fenner & Smith Inc, U.S. Bancorp Investments, Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na and Fidelity Investments. Hosseinzadeh holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It controls $653 billion in assets among its 1,712,247 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 11 charitable organizations. Of its 1,712,247 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically are based on the services provided. However, fees billed by Fidelity Personal And Workplace Advisors may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Nader Hosseinzadeh Work History
Nader has been registered as a financial advisor for 3 years.*
Fidelity Investments
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
U.S. Bancorp Investments, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Mufg Union Bank
Unionbanc Investment Services
Remax Premier Realty
Merrill Lynch, Pierce, Fenner & Smith, Inc
Pacific Mercantile Bank
Pnc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nader Hosseinzadeh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Palo Alto, CA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Smithfield, RI
Fairfield, CT
Fort Lauderdale, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
