Unclaimed
Mohammad Hossein sedaght Shirazi is an experienced financial advisor with a strong background in the industry, having been in the business since 1987. Currently, Mohammad is registered with Osaic Wealth, Inc. in Greeley, Colorado. Previously, Mohammad has held positions with Triad Advisors LLC, Principal Securities, Inc., Mutual Service Corporation, Benefitcorp Equities, Inc. and The Great-West Life Assurance Company in the state of Colorado.
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.
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
CO
08/23/2024 - Present
Osaic Wealth, Inc. (Greeley CO)
CO
04/02/2018 - 08/23/2024
TRIAD ADVISORS LLC (Greeley CO)
CO
10/31/2007 - 01/24/2018
PRINCIPAL SECURITIES, INC. (GREELEY CO)
CO
08/11/1998 - 12/31/2006
MUTUAL SERVICE CORPORATION (GREELEY CO)
CO
11/29/1996 - 08/25/1998
BENEFITSCORP EQUITIES, INC. (GREENWOOD VILLAGE CO)
NA
11/29/1988 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY
CO
02/13/1986 - 11/29/1996
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
NA
02/20/1987 - 12/31/1987
MORISON SECURITIES, INC.
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mohammad Shirazi is the right advisor for you? Invested Better is here to help.