Rajan
Bedi
Fidelity Personal And Workplace Advisors
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About this Advisor
Rajan Bedi is a financial advisor based in Alpharetta, Georgia, working with Fidelity Personal And Workplace Advisors. Rajan has previously held positions at Abac Consulting, Jimbo'S, Insomnia Cookies, Ruffalo Noel Levitz, Unemployed, Elavon Inc, Subsidiary Of Us Bank, Fidelity Investments, and Miller Learning Center - Security Desk. Rajan has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Rajan is part of Fidelity Personal And Workplace Advisors, which operates out of Alpharetta, Georgia. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
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Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Rajan Bedi Work History
Fidelity Investments
Miller Learning Center - Security Desk
Abac Consulting
Jimbo'S
Insomnia Cookies
Elavon Inc, Subsidiary Of Us Bank
Abac Consulting
Ruffalo Noel Levitz
Unempolyed
Disclosures
Please visit the SEC profile of Rajan Bedi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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