Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Naghmeh? Claim Your ProfileNaghmeh Mossayi is an active investment advisor representative, working with clients in California, New York, Texas, and other states. Naghmeh has been in the industry since 2014 and is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan, Naghmeh worked at Edward Jones, United Planners' Financial Services of America A Limited Partner, American Financial Network, LLC, and DFPG Investments, Inc. Naghmeh offers financial planning, pension consulting, and portfolio management services to 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.
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
CA
08/20/2018 - Present
J.p. Morgan Securities LLC (CALABASAS CA)
CA
10/27/2017 - 07/20/2018
DFPG INVESTMENTS, INC. (Woodland Hils CA)
CA
08/21/2017 - 11/08/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CALABASAS CA)
CA
04/23/2014 - 08/04/2017
EDWARD JONES (WOODLAND HILLS CA)
BOTH
Issued 05/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Naghmeh Mossayi is the right advisor for you? Invested Better is here to help.
