Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Farshid? Claim Your ProfileFarshid Orak is a financial advisor with over 3 years of experience in the financial services industry. Farshid holds the Series 63, Series 7, Series 79, and SIE licenses. Farshid is currently registered with Moelis & Co. LLC, and has previously worked at SVB Securities LLC and UBS Securities LLC.
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.
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.
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CA
05/15/2023 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
07/12/2021 - 05/17/2023
SVB SECURITIES LLC (SAN FRANCISCO CA)
CA
12/13/2019 - 07/16/2021
UBS SECURITIES LLC (SAN FRANCISCO CA)
BC
Issued 06/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 11/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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