Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Reza Enayati shariat panahi is a registered representative with Wells Fargo Clearing Services, LLC in Tarpon Springs, Florida. Amir has been in the industry since October 1, 2023, and holds licenses for both Series 66 and Series 7TO. Amir is also registered as an investment advisor representative in California. Amir specializes in working with individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Amir also has ownership in a real estate management company, Sita Vista LLC, in San Jose, CA.
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.
1
2
FL
11/17/2023 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials 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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