Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arash? Claim Your ProfileArash Assadzadeh is a financial advisor with Truist Advisory Services, Inc. Arash has been in the industry for 26 years and has worked with Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., WM Financial Services, Inc., Griffin Financial Services, and Fimco Securities Group, Inc. Arash has a Series 63, Series 66, and Series 7 license. Arash has a General Securities Sales Supervisor - Options Module Examination as well as a Securities Industry Essentials Examination and General Securities Representative Examination. Arash specializes in providing financial advice to individuals, corporations, and other businesses. Arash is licensed in several states, including Georgia, Alabama, Alaska, Arizona, California, Colorado, Florida, Illinois, Iowa, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin.
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
GA
03/13/2017 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
10/01/2000 - 12/10/2014
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
NC
11/08/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CA
01/01/1999 - 10/18/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NA
02/20/1998 - 01/01/1999
GRIFFIN FINANCIAL SERVICES
WI
06/11/1997 - 03/09/1998
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
BOTH
Issued 11/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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