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Neda Tavakoli

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Information

Firm:
Additional Firm:
Type: Dual Registration
Description

Neda Tavakoli is a financial professional at Strategic Advisers, Inc., a $389B RIA based in Boston, MA. Neda is also registered with Fidelity Brokerage Services LLC, a broker-dealer with over 11,800 registered representatives nationwide. Neda has held an industry securities registration for 5 years and is subject to SEC and FINRA oversight.

Advisor Timeline

No timeline events available.
Experience
EmployerYearsDates
Fidelity Investments 6 years, 1 month Jul 2008 - Present
Ameriprise Financial Services Inc 8 months Sep 2007 - May 2008
Re Dream Homes 1 year, 2 months Dec 2006 - Feb 2008
Prudential 1 year, 6 months Jun 2005 - Dec 2006
Global Care 3 years, 4 months Feb 2002 - Jun 2005
Exams
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 01/11/2008
General Securities Representative ExaminationSeries 7 11/29/2007

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Neda Tavakoli has not answered any questions on Financial Q&A.

Top Guides

Neda Tavakoli has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

No client types listed.

Licenses and Conduct

Regulator
License Status
Registered
Registered
Disclosures

1 Criminal Disclosure

1 Criminal Disclosure

As of Date
01/03/2013
08/15/2013
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Firm Compensation Arrangements

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No compensation arrangements listed.