Nauman Karim Rana
Investment adviser representative at Wealth Forward Advisors
11 yearsExperience
2 statesRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wealth Forward AdvisorsMay 2025 to now
- Time OffDec 2024 to Sep 2025
- Essex Financial Services IncApr 2024 to Dec 2024
- Opal Wealth Advisors, LLCJun 2023 to Apr 2024
- Fidelity InvestmentsAug 2015 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
Wealth Forward Advisors
Legal name: Wealth Forward Advisors LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3077055
- Firm CRD
- 337462