Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahshid? Claim Your ProfileMahshid Kamali is an investment advisor representative with SVB Wealth. Mahshid is registered with the state of California and holds the Series 63, Series 65 and SIE exams. Mahshid works primarily in the Beverly Hills, CA office. Mahshid has been in the financial services industry since 2010.
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.
Planned giving, family office, wealth planning
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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CA
10/02/2023 - Present
SVB Wealth (Beverly Hills CA)
BC
Issued 12/09/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/02/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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