Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Allahyar? Claim Your ProfileAllahyar Shokouhi Nejad is a financial advisor with Newedge Advisors, a firm that manages over $10 billion in assets. Allahyar has been in the industry for over 25 years and is a licensed investment advisor in Florida and Texas. Allahyar is also a registered representative with LPL Financial. Allahyar has worked with a variety of clients including high-net-worth individuals, corporations, charitable organizations and pension plans. Allahyar specializes in financial planning, portfolio management, and pension consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
07/18/2023 - Present
Newedge Advisors (Jacksonville FL)
FL
07/06/2023 - 02/28/2024
LPL FINANCIAL LLC (JACKSONVILLE FL)
FL
09/07/2016 - 07/06/2023
TRUIST INVESTMENT SERVICES, INC. (PONTE VEDRA BEACH FL)
FL
03/10/2004 - 09/12/2016
SYNOVUS SECURITIES, INC. (FERNANDINA BEACH FL)
FL
01/11/2003 - 02/11/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
04/04/2001 - 07/02/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MN
02/24/1998 - 01/16/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/24/1998 - 01/16/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
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Inactive
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