Unclaimed
Mehrnaz Ahmadi-tehrani is a financial advisor with over 20 years of experience in the financial industry. Mehrnaz is currently registered with J.p. Morgan Securities LLC and holds a Series 6, Series 63 and SIE license. Prior to joining J.p. Morgan Securities LLC, Mehrnaz was a registered representative with Chase Investment Services Corp. for over nine years. Mehrnaz specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (PLANO TX)
TX
12/09/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PLANO TX)
BC
Issued 01/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mehrnaz Ahmadi-tehrani is the right advisor for you? Invested Better is here to help.