Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pejhmon? Claim Your ProfilePejhmon Kalantar is an investment advisor representative with LPL Financial LLC in San Diego, CA. Pejhmon has been in the industry since February 27, 2009. Prior to joining LPL Financial LLC, Pejhmon worked at U.S. Bancorp Investments, Inc., Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Pejhmon is registered to offer investment advisory services in California. Pejhmon has a Series 7 and Series 66 license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
09/06/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
08/09/2016 - 03/04/2022
U.S. BANCORP INVESTMENTS, INC. (EL CAJON CA)
CA
01/03/2011 - 08/02/2016
WELLS FARGO ADVISORS, LLC (LA MESA CA)
CA
08/21/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (EL CAJON CA)
BOTH
Issued 12/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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