Unclaimed
Jehangir Fuller Varzi is a financial advisor with over 20 years of experience in the industry. Jehangir has been registered with Wells Fargo Clearing Services, LLC since 2015. Prior to this, Jehangir was registered with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Capitol Securities Management, Inc., and Washington Investment Corporation. Jehangir holds multiple licenses and certifications including Series 65, 66, 24, 10, 9, 7, 3, and SIE. Jehangir specializes in providing financial advice to individuals, businesses, corporations, and charitable organizations.
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
NJ
02/13/2015 - Present
Wells Fargo Clearing Services, LLC (LINWOOD NJ)
NY
06/01/2009 - 09/21/2009
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
NY
09/20/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
VA
04/16/1999 - 07/15/1999
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
DC
10/23/1997 - 04/16/1999
WASHINGTON INVESTMENT CORPORATION (WASHINGTON DC)
IA
Issued 06/04/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/05/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/19/2008
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/18/1996
Series 3 - National Commodity Futures 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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