Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjan? Claim Your ProfileMarjan Kamyar is a financial advisor with over 23 years of experience in the industry. Marjan is currently registered with Raymond James & Associates, Inc. and is located in Beverly Hills, California. Marjan has held previous positions at Morgan Stanley, Larson Financial Securities, LLC, Oppenheimer & Co. Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., Eisner Securities, Inc., Dean Witter Reynolds Inc., International Business Securities, Inc., Kensington Securities, Inc., and Columbus Financial, Inc.. Marjan is a Series 63, Series 66, Series 7, Series 9, Series 10, and Series 31 licensed professional.
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.
Please see note in schedule d - miscellaneous
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
03/07/2018 - Present
Raymond James & Associates, Inc. (BEVERLY HILLS CA)
CA
03/25/2014 - 02/28/2018
MORGAN STANLEY (LOS ANGELES CA)
CA
07/22/2013 - 10/07/2013
LARSON FINANCIAL SECURITIES, LLC (CENTURY CITY CA)
CA
09/24/2007 - 08/02/2013
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
04/02/2007 - 09/24/2007
MORGAN STANLEY & CO., INCORPORATED (SANTA MONICA CA)
CA
02/26/2002 - 04/02/2007
MORGAN STANLEY DW INC. (SANTA MONICA CA)
MO
07/30/1999 - 08/08/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
NY
06/27/1996 - 07/26/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
01/16/1996 - 04/15/1996
INTERNATIONAL BUSINESS SECURITIES, INC. (CULVER CITY CA)
CA
11/09/1995 - 12/21/1995
KENSINGTON SECURITIES, INC. (ALISO VIEJO CA)
CA
12/05/1994 - 06/14/1995
COLUMBUS FINANCIAL, INC. (BEVERLY HILLS CA)
BOTH
Issued 09/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/05/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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