Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bahram? Claim Your ProfileBahram Shidoosh is a financial advisor with over 20 years of experience in the industry. Bahram is currently registered with the state of California and has been working with Shidoosh Wealth Management LLC since December 2018. Bahram has been involved in the financial services industry for 27 years, previously holding positions at Unionbanc Investment Services, LLC, Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Charles Schwab & Co., Inc., Waterhouse Securities, Inc., and PRUCO Securities Corporation. Bahram provides financial planning, pension consulting, and portfolio management services to both 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.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
02/17/2022 - Present
Shidoosh Wealth Management LLC (THOUSAND OAKS CA)
CA
09/30/2016 - 01/08/2019
UNIONBANC INVESTMENT SERVICES, LLC (ENCINO CA)
CA
03/08/2013 - 10/12/2016
MORGAN STANLEY (WOODLAND HILLS CA)
CA
02/03/2011 - 03/11/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
TX
06/30/2009 - 01/13/2011
WELLS FARGO ADVISORS, LLC (AUSTIN TX)
CA
01/15/1999 - 07/09/2009
CHARLES SCHWAB & CO., INC. (ENCINO CA)
NE
07/13/1996 - 01/04/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
TX
05/02/1995 - 06/19/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NJ
02/24/1995 - 04/26/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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