Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avideh? Claim Your ProfileAvideh Safaei is a registered investment advisor with J.P. Morgan Securities LLC. Avideh has been in the industry since 2004. Avideh is registered in 53 states and the District of Columbia. Avideh has experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Avideh holds the Series 3, 7, and 63 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/18/2015 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
NY
12/03/2012 - 06/11/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/03/2005 - 11/27/2012
NEUBERGER BERMAN LLC (NEW YORK NY)
NY
07/23/2004 - 01/11/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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