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1 advisor near New York, NY
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Nauman R
Series 63, Series 65
New York, NY
Wealth Forward Advisors
Nauman Rana is a financial advisor at Wealth Forward Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments, Opal Wealth Advisors, Essex Financial Services, and Time Off before joining his current firm. Rana also operates as an independent insurance agent. Wealth Forward Advisors is a registered investment adviser offering discretionary portfolio management and financial planning services to individuals and high-net-worth clients. The firm uses a multi-method analytical approach and a range of investment strategies, including long-term allocations, short sales, margin, and options trading, and may engage third-party managers to oversee client assets.
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