Unclaimed
Furooz Jafari zadeh is a financial advisor with Commonwealth Financial Network. Furooz has been in the financial services industry since 2019. Furooz has licenses to work in Massachusetts and offers services such as portfolio management for individuals, portfolio management for businesses, financial planning, pension consulting, educational seminars, selection of other advisors and the publication of periodicals. Furooz also has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Santander 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.
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.
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.
1
2
MA
08/10/2021 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
05/27/2020 - 06/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEDHAM MA)
MA
03/04/2019 - 05/07/2020
SANTANDER SECURITIES LLC (NEWTONVILLE MA)
BOTH
Issued 07/14/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2022
Series 4 - Registered Options Principal Examination
BC
Issued 05/29/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 11/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/28/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Furooz Jafari zadeh is the right advisor for you? Invested Better is here to help.