Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kambiz? Claim Your ProfileKambiz Ghorashi is a financial advisor with J.p. Morgan Securities LLC and has over 15 years of experience in the industry. Kambiz has a wide range of experience across several firms including WELLS FARGO SECURITIES, LLC, HSBC SECURITIES (USA) INC., PRIMEVEST FINANCIAL SERVICES, INC. and UBS PAINEWEBBER INC. Kambiz holds multiple licenses and certifications, including Series 63, 66, 7, 79 and SIE. Kambiz specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
09/25/2023 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
08/30/2017 - 09/07/2023
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
NY
06/08/2006 - 11/05/2013
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
MN
01/21/2004 - 07/23/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/20/2003 - 12/01/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
NJ
09/23/2002 - 04/16/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BC
Issued 12/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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