Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Navid? Claim Your ProfileNavid Ali Mahmoodzadegan is a financial professional with over 23 years of experience in the financial services industry. Navid currently works at Moelis & Co. LLC, a leading global investment bank. Prior to joining Moelis, Navid worked at UBS Securities LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Navid is registered with the state of California as a broker-dealer. Navid has a strong track record of providing investment advice and wealth management services to individuals and families.
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.
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.
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2
CA
12/13/2007 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
07/02/2007 - 12/19/2007
MERCANTI SECURITIES, LLC (LOS ANGELES CA)
CA
08/20/2001 - 07/03/2007
UBS SECURITIES LLC (LOS ANGELES CA)
NJ
11/02/1998 - 12/19/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 08/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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