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Kamron Moshfeghi

Joseph Gunnar & Co. LLC

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About Kamron Moshfeghi

Kamron Moshfeghi is a registered representative with Joseph Gunnar & Co. LLC, a broker-dealer firm, and has been active in the industry since January 14, 2023. Kamron holds Series 7TO, Series 63 and SIE licenses. Kamron specializes in portfolio management for individuals.

Firm Information

Kamron Moshfeghi is currently registered with Joseph Gunnar & Co. LLC. Joseph Gunnar & Co. LLC is a Limited Liability Company registered with the SEC and in 53 states. The firm, founded in 1997, is headquartered in Uniondale, New York and provides portfolio management services for individuals and selects other advisers. They are registered to offer wrap fee programs and have reported 5 regulatory events and 12 arbitration disclosures.
Joseph Gunnar & Co. LLC

1000 RXR PLAZA

UNIONDALE, NY 11556

$31.02M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Share in fees paid to tpmms

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Kamron Moshfeghi’s Registration & Firm History

NY

01/14/2023 - Present

Joseph Gunnar & Co. LLC (UNIONDALE NY)

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Licenses & Designations

BC

Issued 05/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/25/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Kamron Moshfeghi.
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