Unclaimed
Maryam Pourheidari is a registered representative with J.P. Morgan Securities LLC. Maryam is licensed in California and has been in the industry since 2022. Maryam focuses on providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions. Maryam is dedicated to helping her clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
07/12/2022 - Present
J.p. Morgan Securities LLC (ROCKLIN CA)
BC
Issued 06/27/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Maryam Pourheidari is the right advisor for you? Invested Better is here to help.