Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mehrdad? Claim Your ProfileMehrdad Bidarian is a financial advisor with LPL Financial LLC. Mehrdad is a CERTIFIED FINANCIAL PLANNER™ professional. Mehrdad has been in the financial services industry since 1993 and has been with LPL Financial LLC since 2007. Mehrdad works in the Lexington, KY branch office and is registered to provide investment advice in Kentucky, Texas and 16 other states. Mehrdad has experience providing financial planning and portfolio management for individuals and businesses.
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.
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.
Consulting and other non-discretionary advisory services
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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KY
02/27/2013 - Present
LPL Financial LLC (LEXINGTON KY)
KY
06/20/1997 - 08/09/2007
MUTUAL SERVICE CORPORATION (LEXINGTON KY)
FL
12/11/1993 - 06/24/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
CA
07/27/1993 - 11/23/1993
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
IA
Issued 08/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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