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Neda Tavakoli

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Additional Firm:
Type: SEC and FINRA Registered

Neda Tavakoli is a financial professional at Fidelity Brokerage Services LLC, a broker-dealer with over 13,000 registered representatives nationwide. Neda is also registered with Strategic Advisers, Inc., a $428B RIA. Neda has held an industry securities registration for 7 years and is subject to SEC and FINRA oversight.

Funds Used With Clients

No advisor funds listed.

Advisor Timeline

No timeline events available.
Fidelity Investments 7 years, 3 months 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
ExamSeriesPassed Date
Uniform Combined State Law ExaminationSeries 66 01/11/2008
General Securities Representative ExaminationSeries 7 11/29/2007

Answers and Articles

0 Answers and 0 Financial Articles

Top Answers

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

Top Articles

Neda Tavakoli has not contributed any Financial Articles.
*Answers and articles are provided without compensation.

Firm Client Types

No client types listed.

Licenses and Conduct

License Status

1 Criminal Disclosure

1 Criminal Disclosure

As of Date
*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

No compensation arrangements listed.