Unclaimed
Nariman Mihrzad is a financial advisor registered with State Farm Investment Management Corp. Nariman is also registered with the state of Arizona, California, Nevada, and Oregon. Nariman has been in the financial industry for over 10 years. Nariman is a Series 6 and Series 63 licensed professional. In addition to being a financial advisor, Nariman is also the owner and agent of Mike Mihrzad Insurance Agency. Nariman's expertise is in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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2
CA
07/12/2023 - Present
State Farm Investment Management Corp. (Berkeley CA)
NY
09/21/2007 - 02/21/2008
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
06/27/2007 - 08/02/2007
NYLIFE SECURITIES LLC (NEW YORK NY)
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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