Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Mansour Mossanen is a financial advisor at Truist Advisory Services, Inc. Amir has been a registered representative in the financial services industry since 2008 and has a strong track record of success. Amir has Series 7, Series 63, and Series 66 securities licenses and is also registered to provide investment advice in Arizona, California, Florida, New York, North Carolina, Texas and Utah. Prior to joining Truist Advisory Services, Inc. Amir was employed by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Amir provides financial planning and portfolio management services to individual clients as well as corporations and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
CA
09/19/2018 - Present
Truist Advisory Services, Inc. (BEVERLY HILLS CA)
CA
01/03/2011 - 09/18/2018
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
CA
08/20/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (BEVERLY HILLS CA)
CA
12/04/2008 - 08/24/2009
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 06/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Amir Mossanen is the right advisor for you? Invested Better is here to help.
