Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Massieh? Claim Your ProfileMassieh Mojab is a financial professional with over 15 years of experience in the industry. Massieh is currently registered with Piper Sandler & Co. in San Francisco, California. Massieh's previous experience includes positions at Wells Fargo Securities, LLC, Wells Fargo Institutional Securities, LLC, and Wells Fargo Investments, LLC. Massieh holds FINRA Series 7, 66, 57TO and 99TO licenses, as well as the SIE exam. Massieh is registered to provide investment advisory services in 20 states. Massieh is a highly experienced advisor with a diverse background.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Analytical reports/public finance consulting program
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.
1
2
CA
09/26/2019 - Present
Piper Sandler & Co. (SAN FRANCISCO CA)
CA
06/20/2013 - 07/17/2019
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
CA
06/26/2007 - 03/02/2015
WELLS FARGO INSTITUTIONAL SECURITIES, LLC (SAN FRANCISCO CA)
CA
03/16/2007 - 07/05/2007
WELLS FARGO INVESTMENTS, LLC (MORAGA CA)
BOTH
Issued 03/28/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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