Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Attaii? Claim Your ProfileAttaii Katayoun has been in the financial services industry since November 2008. Attaii Katayoun is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of California. Attaii Katayoun has previously been employed by First Republic Securities Company, LLC and Comerica Securities. Attaii Katayoun holds the Series 7, Series 66, and SIE licenses. Attaii Katayoun's firm offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
CA
07/10/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
09/01/2011 - 07/06/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
10/23/2007 - 08/16/2011
COMERICA SECURITIES (LOS ANGELES CA)
BOTH
Issued 09/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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