Unclaimed
Mehran Khodabakhsh Torki is a financial advisor with PFS Investments Inc. in Folsom, CA. Mehran has been in the financial industry since 2021 and is licensed to sell securities in California. Mehran is also registered with the state of California as an Investment Advisor Representative. Mehran offers financial planning and portfolio management for individuals. Mehran is associated with PFS Investments Inc. and Primerica Financial Services.
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.
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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2
CA
05/12/2022 - Present
PFS Investments Inc. (FOLSOM CA)
IA
Issued 04/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/17/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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