Unclaimed
Brian Amirian is a registered representative with Wells Fargo Clearing Services, LLC and has been in the financial services industry since July 15, 2008. Brian is licensed to sell securities in Arizona, California, Colorado, Florida, Georgia, Hawaii, Montana, Nevada, New Jersey, North Carolina, Oklahoma, Oregon, South Carolina and Tennessee. Brian has experience in portfolio management for individuals and businesses and is a financial planner. Previously, Brian was a registered representative with J.P. Morgan Securities LLC, Chase Investment Services Corp., Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional clients
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.
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2
CA
04/29/2022 - Present
Wells Fargo Clearing Services, LLC (WEST HILLS CA)
CA
10/01/2012 - 04/30/2022
J.P. MORGAN SECURITIES LLC (CHATSWORTH CA)
CA
08/10/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTHRIDGE CA)
CA
06/01/2009 - 07/27/2010
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
CA
07/03/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
BOTH
Issued 07/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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