Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Ali Ghassemzadeh is a financial advisor registered with Wells Fargo Clearing Services, LLC. Amir has been working in the financial industry since December 2008 and has experience with both Wells Fargo Clearing Services, LLC and J.P. Morgan Securities LLC. Amir is licensed to provide financial advice in California and Texas and is a Series 7 and Series 66 licensed professional. Amir's specialties include retirement planning, investment planning, and insurance planning. Amir's clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/31/2023 - Present
Wells Fargo Clearing Services, LLC (LOS ALTOS CA)
CA
03/16/2017 - 04/01/2023
J.P. MORGAN SECURITIES LLC (LOS ALTOS CA)
CA
01/03/2011 - 03/17/2017
WELLS FARGO CLEARING SERVICES, LLC (LOS ALTOS CA)
CA
12/11/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (REDWOOD CITY CA)
BOTH
Issued 01/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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