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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Massod? Claim Your ProfileMassod Jamshidi is a financial advisor registered with Fidelity Personal and Workplace Advisors. Massod has been in the industry since December 18, 2014. Massod's primary office location is in Alpharetta, Georgia. Massod is registered as an investment advisor in Georgia and Texas. Massod has passed the Series 63, Series 66, Series 7, and SIE examinations. Massod is also registered to provide investment advisory services in Alabama, California, Delaware, Florida, Georgia, Massachusetts, Mississippi, New Jersey, New York, North Carolina, South Carolina, Tennessee, Texas, Utah, and Virginia. Massod specializes in providing investment advice to individuals, businesses, and charitable organizations.
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.
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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GA
10/02/2023 - Present
Fidelity Personal AND Workplace Advisors (ALPHARETTA GA)
GA
11/05/2014 - 06/28/2022
E*TRADE SECURITIES LLC (Atlanta GA)
BOTH
Issued 08/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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