Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ghazal? Claim Your ProfileGhazal Pour sorkh is a registered representative of Wells Fargo Clearing Services, LLC, with over 8 years of experience in the financial services industry. Ghazal holds a Series 63, Series 66, and Series 7TO license. Ghazal specializes in providing financial planning and investment advisory services for a wide range of clients, including individuals, families, businesses, and charitable organizations. Ghazal is committed to understanding her clients' financial goals and working with them to develop personalized investment strategies that are designed to help them achieve their objectives.
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.
1
2
CA
08/17/2024 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
BOTH
Issued 08/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials 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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