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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farbod? Claim Your ProfileFarbod Farman is a financial advisor currently registered with Morgan Stanley. Farbod has been in the financial industry since 2017. Before joining Morgan Stanley, Farbod held positions at Citigroup Global Markets Inc., and Wells Fargo Clearing Services, LLC. Farbod's prior experience includes working at Wells Fargo Bank NA, Uber and Lyft, North Bay Basketball Academy, and CITIGROUP. Farbod holds Series 6, 7, 63, and 65 securities licenses. Farbod is also licensed in the state of California.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/26/2022 - Present
Morgan Stanley (Orinda CA)
CA
12/22/2021 - 04/20/2022
CITI PRIVATE ADVISORY, LLC (San Francisco CA)
CA
04/15/2019 - 04/20/2022
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
10/31/2017 - 04/08/2019
WELLS FARGO CLEARING SERVICES, LLC (SAN ANSELMO CA)
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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