Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mehrnaz? Claim Your ProfileMehrnaz Massomzadeh is an Investment Advisor Representative associated with Fidelity Personal And Workplace Advisors. Mehrnaz has been in the securities industry for over two years. Mehrnaz is registered to provide Investment Advisor Representative services in California. Mehrnaz previously held positions with Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Mehrnaz holds the Series 63, Series 66 and Series 7 licenses. Mehrnaz has a strong focus on providing financial planning, portfolio management for individuals and businesses and educational seminars for clients.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
03/12/2024 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CA
01/06/2023 - 10/19/2023
WELLS FARGO CLEARING SERVICES, LLC (ENCINO CA)
BOTH
Issued 03/01/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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