Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mahyar? Claim Your ProfileMahyar Mohammadzadeh is a financial advisor registered with Wells Fargo Clearing Services, LLC. Mahyar is licensed to provide investment advice in California and Texas. Mahyar has been in the financial services industry since December 5, 2018. Prior to joining Wells Fargo Clearing Services, LLC, Mahyar was a financial advisor with Ameriprise Financial Services, LLC and Bankers Life Securities, Inc. Mahyar is a Series 6, 7, 63, and 65 licensed financial advisor.
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
CA
06/20/2024 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
12/16/2020 - 06/25/2024
AMERIPRISE FINANCIAL SERVICES, LLC (WESTLAKE VILLAGE CA)
CA
12/06/2018 - 12/18/2020
BANKERS LIFE SECURITIES, INC. (NORTHRIDGE CA)
IA
Issued 09/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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