Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mazda? Claim Your ProfileMazda Sadeghi is a financial advisor with Alamo Capital. Mazda has been in the financial services industry since 1992 and has a strong track record of providing financial advice to a variety of clients. Mazda has experience in all aspects of financial planning, including retirement planning, college savings, and estate planning. Mazda holds a Series 7, Series 63, Series 24, and Series 53 licenses and is a registered investment advisor in the state of California. Mazda is committed to providing personalized financial advice that meets the unique needs of each client.
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.
A percentage of the total value of assets under management is charged.
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CA
10/05/2005 - Present
Alamo Capital (WALNUT CREEK CA)
NY
11/01/2000 - 01/23/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
09/10/1996 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
NY
07/31/1993 - 06/12/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
06/26/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/10/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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