Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farrokh? Claim Your ProfileFarrokh Issacci is a licensed investment advisor representative with LPL Enterprise, LLC, and has been in the securities industry since 2019. Farrokh Issacci holds the Series 7, Series 66 and SIE securities licenses. Farrokh Issacci has been registered with the state of California since 2022. In addition to holding the state of California license, Farrokh Issacci is also registered in Illinois, Montana, Nevada, and Tennessee. Prior to joining LPL Enterprise, LLC Farrokh Issacci was employed at Bankers Life Securities, Inc. from 2019 to 2022. Farrokh Issacci has a strong background in financial services and has worked with a variety of clients. Farrokh Issacci specializes in financial planning, portfolio management for individuals, and portfolio management for businesses. Farrokh Issacci also offers consulting and other non-discretionary advisory services. Farrokh Issacci is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
CA
01/01/2025 - Present
LPL Enterprise, LLC (IRVINE CA)
CA
04/20/2019 - 04/06/2022
BANKERS LIFE SECURITIES, INC. (NORTHRIDGE CA)
BOTH
Issued 07/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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