Unclaimed
Jahon Fakhrzad is a financial advisor with over 17 years of experience in the industry. Jahon is currently registered with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Securities, LLC, Wells Fargo Prime Services, LLC, and Wells Fargo Clearing Services, LLC, in the state of Missouri. Jahon holds the Series 63, Series 7, Series 9, Series 10, and Series 24 securities licenses and the SIE exam.
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
MO
02/22/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
WA
11/11/2005 - 02/02/2015
SCOTTRADE, INC. (BELLEVUE WA)
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
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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