Unclaimed
Bahram Khalilzadeh Sabet is a financial advisor with over 28 years of experience in the industry. Bahram currently works at J.P. Morgan Securities LLC and is registered in Georgia and Texas. Bahram has worked for several other firms throughout his career including Capitol Securities Management, Inc., First Southeastern Securities Group, Incorporated, and Dean Witter Reynolds Inc. Bahram holds several licenses and certifications including Series 7, Series 24, Series 26, Series 31, Series 52TO, Series 6TO, and Series 63. Bahram provides financial planning, pension consulting, selection of other advisers, and portfolio management services.
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
GA
12/23/2024 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
09/24/2007 - 04/26/2021
CAPITOL SECURITIES MANAGEMENT, INC. (SMYRNA GA)
GA
10/12/1998 - 09/25/2007
FIRST SOUTHEASTERN SECURITIES GROUP, INCORPORATED (SMYRNA GA)
NY
06/01/1995 - 09/25/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/03/1994 - 05/12/1995
BANK SOUTH SECURITIES CORPORATION
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/27/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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