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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hengameh? Claim Your ProfileHengameh Mirzai is a financial advisor with Wells Fargo Clearing Services, LLC, located in Vienna, Virginia. Hengameh has been in the industry since 1996 and has experience working with clients including high-net-worth individuals, corporations, and charitable organizations. Hengameh's previous experience includes roles with Banc of America Investment Services, Inc., First Union Securities, Inc., First Union Brokerage Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Hengameh is a Certified Financial Planner and holds the Series 7, Series 24, Series 63, and Series 65 licenses. In addition to her role at Wells Fargo Clearing Services, LLC, Hengameh is also a silent investor in a restaurant.
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
VA
08/03/2009 - Present
Wells Fargo Clearing Services, LLC (VIENNA VA)
VA
11/30/2000 - 08/04/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MCLEAN VA)
MO
10/01/2000 - 11/09/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/16/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MN
05/09/1996 - 04/28/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/09/1996 - 04/28/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 05/17/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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