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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joubin? Claim Your ProfileJoubin Rahimi is a financial advisor who is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Joubin Rahimi has been in the industry since 2007. Joubin Rahimi specializes in providing financial advice to individuals, corporations, and charitable organizations. Joubin Rahimi has passed the Series 6, 7, 63, and 66 exams.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
02/17/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN DIEGO CA)
CA
04/05/2010 - 10/19/2010
COMERICA SECURITIES (SAN DIEGO CA)
CA
04/04/2007 - 08/15/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
BOTH
Issued 2/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 6/21/2023
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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