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Mahdi Goudarzi

Truist Securities, Inc.

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About Mahdi Goudarzi

Mahdi Goudarzi is a financial professional with Truist Securities, Inc. Mahdi has been in the industry since January 5, 2022. Mahdi is licensed in 52 states and Puerto Rico, and holds the Series 7TO, Series 63, Series 86 and Series 87 registrations. Mahdi has been registered with FINRA since January 6, 2022.

Firm Information

Mahdi Goudarzi is currently registered with Truist Securities, Inc.. Truist Securities, Inc. is a Corporation formed in July 1972. The firm is registered with the SEC and in all 50 states, as well as in the District of Columbia, Puerto Rico, and the U.S. Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

309

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.

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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Mahdi Goudarzi’s Registration & Firm History

MA

01/06/2022 - Present

Truist Securities, Inc. (BOSTON MA)

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Licenses & Designations

BC

Issued 01/15/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2022

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 01/24/2022

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 01/05/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Mahdi Goudarzi.
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