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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahsa? Claim Your ProfileMahsa Pour lotfi is a financial advisor who works at Equitable Advisors, LLC, a firm with over 141,000 clients and $32 billion in regulatory assets under management. Mahsa has been a registered advisor since 2018, and has experience working at Wells Fargo Clearing Services, LLC. Mahsa is registered to offer investment advice in 51 states and the District of Columbia. Mahsa holds Series 6, 7, 63 and 66 licenses. Mahsa can provide financial planning services and portfolio management for individuals and businesses. Mahsa also works as a realtor and has experience in market analysis, property listing, negotiation, and contract and documentation.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2025 - Present
Equitable Advisors, LLC (TARZANA CA)
CA
08/22/2018 - 05/27/2021
WELLS FARGO CLEARING SERVICES, LLC (WOODLAND HILLS CA)
BOTH
Issued 02/27/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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