Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Masood? Claim Your ProfileMasood Vojdani is a financial advisor with over 30 years of experience in the industry. Masood is currently registered with MV Capital Management, Inc. in Maryland. Masood has been with MV Capital Management, Inc. since December 2005. Prior to that, Masood worked at PURSHE KAPLAN STERLING INVESTMENTS in New York from May 2006 to February 2017. Masood is also a registered insurance broker with MV Financial Group and provides business consulting services to the company. Masood's areas of specialization include financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, 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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MD
02/02/2006 - Present
MV Capital Management, Inc. (BETHESDA MD)
MD
05/16/2006 - 02/28/2017
PURSHE KAPLAN STERLING INVESTMENTS (BETHESDA MD)
MD
04/23/1991 - 05/16/2006
SECURIAN FINANCIAL SERVICES, INC. (BETHESDA MD)
CT
08/03/1987 - 05/03/1991
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
08/03/1987 - 09/04/1987
MML INVESTORS SERVICES, INC.
IA
Issued 11/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/28/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/31/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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