Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjan? Claim Your ProfileMarjan Ahmadi is a financial advisor at Wells Fargo Clearing Services, LLC. Marjan has been in the financial industry since 2006. Marjan has held previous positions at J.P. Morgan Securities LLC, Comerica Securities, Wells Fargo Advisors, LLC, Citigroup Global Markets Inc., Citicorp Investment Services, Compass Brokerage, Inc. and Chase Investment Services Corp. Marjan is licensed to provide investment advice in California. Marjan specializes in providing investment advisory services to individuals, businesses, and institutional clients. Marjan also offers financial planning, pension consulting and selection of other advisors.
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.
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2
CA
10/04/2021 - Present
Wells Fargo Clearing Services, LLC (SOLANA BEACH CA)
CA
03/22/2019 - 06/29/2021
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
06/21/2016 - 09/09/2016
COMERICA SECURITIES (SAN DIEGO CA)
CA
01/26/2010 - 05/18/2016
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
05/29/2007 - 11/24/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
TX
05/22/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (HOUSTON TX)
AL
11/05/2004 - 04/12/2006
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
IL
10/08/2003 - 09/30/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 10/04/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2003
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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