Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hossein? Claim Your ProfileHossein Moini has been in the financial services industry since July 1999. Hossein is currently a registered representative with U.S. Bancorp Investments, Inc. where Hossein is registered in California as both a broker and an investment advisor representative. Previously, Hossein was affiliated with Truist Investment Services, Inc., Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, Citigroup Investment Services, and Wells Fargo Securities Inc.. Hossein's professional experience includes working with a variety of clients, including high-net-worth individuals, corporations and businesses, charitable organizations, and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
08/27/2024 - Present
U.s. Bancorp Investments, Inc. (Irvine CA)
CA
08/04/2021 - 05/08/2024
TRUIST INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
CA
01/03/2011 - 08/03/2021
WELLS FARGO CLEARING SERVICES, LLC (IRVINE CA)
CA
11/14/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (NEWPORT BEACH CA)
NY
11/29/2001 - 09/29/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
03/26/1998 - 01/04/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 02/29/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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