Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pardis? Claim Your ProfilePardis Nikzad is a financial advisor with Lion Street Financial, LLC, based in Los Gatos, CA. Pardis Nikzad is registered in California. Pardis Nikzad has been in the industry since 2019. Pardis Nikzad previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC.
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
09/04/2024 - Present
Lion Street Financial, LLC (Los Gatos CA)
CA
02/24/2020 - 09/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAKLAND CA)
CA
06/13/2019 - 01/09/2020
J.P. MORGAN SECURITIES LLC (EMERYVILLE CA)
BOTH
Issued 11/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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