Roxana AhmadifardCRD Number: 6849056
Current Firm: Fidelity Personal And Workplace Advisors
Roxana Ahmadifard (CRD# 6849056) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Portland, OR and has over 5 years of experience in the finance industry.
The H Group Washington, Inc.
Securities America Advisors, Inc.
Ameriprise Financial Services, LLC
|Fidelity Brokerage Services LLC||Portland, OR||May 2020 - Current||3|
|Edward Jones||St Louis, MO||Sep 2017 - May 2020||2|
|Lower Columbia College||Longview, WA||Aug 2004 - Sep 2017||13|
|Direct Sales For Rodan & Fields||Kelso, WA||Sep 2015 - Dec 2015||< 1|
|Ahmadifard, Keyoumars C/o Dept Of Social & Health Services||Longview, WA||Jul 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2017|
Total Assets Under Management652,548MILLIONS
Total Number of Accounts1,712,247ACCOUNTS
Average Account Value$381,106
- 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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