Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Masoud? Claim Your ProfileMasoud Koshan is a financial advisor with Pacific Oak Capital Markets, LLC. Masoud holds the Series 7, Series 24, and Series 63 licenses and has been in the industry since 2006. Masoud has previous experience with Arete Wealth Management, LLC, KBS Capital Markets Group LLC, Realty Capital Securities, LLC, and Grubb & Ellis Securities, Inc. Masoud is registered in California.
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.
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.
1
2
CA
01/06/2021 - Present
Pacific OAK Capital Markets, LLC (COSTA MESA CA)
IL
11/14/2018 - 12/31/2020
ARETE WEALTH MANAGEMENT, LLC (CHICAGO IL)
CA
11/16/2017 - 11/09/2018
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
CA
05/21/2010 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (Costa Mesa CA)
CA
08/14/2006 - 05/10/2010
GRUBB & ELLIS SECURITIES, INC. (SANTA ANA CA)
BC
Issued 08/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Masoud Koshan is the right advisor for you? Invested Better is here to help.
