Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marjan? Claim Your ProfileMarjan Khazra is a financial advisor with over 30 years of experience in the industry. Marjan has been registered with LPL Financial LLC since March 2022 and previously worked with Wells Fargo Advisors Financial Network, LLC and American Express Financial Advisors Inc. Marjan has a wide range of experience in financial planning and portfolio management for individuals and businesses. Marjan is also a licensed insurance agent and has experience in real estate rental.
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.
Consulting and other non-discretionary advisory services
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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CA
03/16/2022 - Present
LPL Financial LLC (PASADENA CA)
CA
06/04/2012 - 03/21/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PASADENA CA)
CA
03/25/1996 - 06/14/2012
LPL FINANCIAL LLC (PASADENA CA)
MN
07/07/1994 - 11/13/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
DE
08/12/1993 - 06/23/1994
PML SECURITIES COMPANY (NEWARK DE)
MN
02/27/1992 - 07/29/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/1992 - 07/29/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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