Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mehrdad? Claim Your ProfileMehrdad Azargoshasb is a financial advisor who is currently registered with Wells Fargo Clearing Services, LLC. Mehrdad has been in the financial industry since 2006. Prior to joining Wells Fargo Clearing Services, Mehrdad worked at J.P. Morgan Securities LLC and Chase Investment Services Corp., among other firms. Mehrdad is licensed to offer investment advice and securities in Arizona, California, Florida, Louisiana, Massachusetts, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, and Virginia.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
CA
05/14/2014 - Present
Wells Fargo Clearing Services, LLC (SAN FRANCISCO CA)
CA
10/01/2012 - 05/21/2014
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
12/04/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
CA
07/07/2009 - 09/16/2009
EDWARD JONES (SAN JOSE CA)
CA
01/29/2008 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MERCED CA)
CA
09/05/2005 - 01/15/2008
WELLS FARGO INVESTMENTS, LLC (TURLOCK CA)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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