Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mozhgan? Claim Your ProfileMozhgan Talebi is a registered representative with Wells Fargo Clearing Services, LLC. Mozhgan has been in the industry since April 2006 and is currently registered with FINRA as a Registered Representative in California. Mozhgan Talebi is also a registered investment advisor representative in California. Mozhgan Talebi is currently affiliated with the Los Altos branch office of Wells Fargo Clearing Services, LLC. Previously, Mozhgan Talebi was associated with Wells Fargo Investments, LLC, located in Los Altos, California. Mozhgan Talebi has passed the Series 66, SIE and Series 7 exams. Mozhgan Talebi has been with Wells Fargo Clearing Services, LLC for over six years and specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional 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.
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.
1
2
CA
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (LOS ALTOS CA)
CA
04/26/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LOS ALTOS CA)
BOTH
Issued 05/15/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
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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