Unclaimed
Pejmon Zokaei is a financial advisor with Capital Client Group, Inc. Pejmon has been working in the financial industry since October 2013. Pejmon has passed the Series 66, Series 7, and SIE exams. Pejmon is registered in 53 states and is also registered as an Investment Advisor Representative in California. Pejmon was previously registered with Morgan Stanley.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
CA
10/06/2022 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
TX
09/30/2013 - 05/08/2015
MORGAN STANLEY (HOUSTON TX)
BOTH
Issued 11/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Pejmon Zokaei is the right advisor for you? Invested Better is here to help.