![Alina Kalfaian, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
Alina Kalfaian (CRD# 7589980) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Durham, NC and has 1 year of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
![Leon Abbas, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1158688
Townsend Asset Management Corp.
![Scott Abee, financial advisor Durham NC](/img/ws/profile-blank-sq.png)
CRD# 1587979
Raymond James & Associates, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Investments | New York, NY | Jun 2022 - Current | 2 |
Doordash | Washington Township, NJ | May 2020 - Jul 2022 | 2 |
Stony Child Development Center, Department Of The Army | West Point, NY | Nov 2020 - May 2021 | < 1 |
Kallman Worldwide Inc. | Waldwick, NJ | Jan 2020 - Sep 2020 | < 1 |
Demarest Farm And Orchard LLC | Hillsdale, NJ | Aug 2018 - Dec 2019 | 1 |
Fordham University | Bronx, NY | Aug 2016 - Aug 2019 | 3 |
Fordham University Higher Education Opportunity Program | Bronx, NY | Sep 2017 - May 2019 | 1 |
Abercrombie & Fitch Company | Paramus, NJ | Jun 2017 - Aug 2017 | < 1 |
Unemployed | Washington Township, NJ | Jul 2016 - Aug 2016 | < 1 |
Westwood High School | Washington Township, NJ | Jul 2012 - Jun 2016 | 3 |
Washington Township Recreation Department | Washington Township, NJ | Jul 2015 - Jul 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- 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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