Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kombiz? Claim Your ProfileKombiz Momtaz is a financial professional with over 20 years of experience in the industry. Kombiz is currently registered with Wells Fargo Clearing Services, LLC and is a Registered Representative, offering investment consulting services to institutional clients. Previously, Kombiz worked for TD Ameritrade, Inc., and Scottrade, Inc. Kombiz holds Series 4, 7, 24, 63, 66, and SIE licenses and is active in Missouri. Kombiz has experience working with clients of all types, including individuals, businesses, and institutions. Kombiz specializes in financial planning, portfolio management, and pension consulting.
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
04/09/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
02/26/2018 - 03/29/2018
TD AMERITRADE, INC. (ST. LOUIS MO)
MO
07/10/2000 - 02/26/2018
SCOTTRADE, INC. (ST LOUIS MO)
BOTH
Issued 05/02/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2009
Series 4 - Registered Options Principal Examination
BC
Issued 09/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
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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