Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pooyan? Claim Your ProfilePooyan Mehdizadeh is a registered representative with Needham & Company, LLC, a firm he has been affiliated with since 2001. Pooyan Mehdizadeh has also held positions with THINKEQUITY LLC and Needham & Company, LLC. Pooyan Mehdizadeh is registered with the state of California and 4 other states. His credentials include Series 63, Series 24, Series 79TO, SIE, and Series 7 licenses.
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.
Securities research
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.
Pursuant to csa agreements
1
2
CA
09/13/2012 - Present
Needham & Company, LLC (SAN FRANCISCO CA)
CA
05/16/2007 - 09/07/2012
THINKEQUITY LLC (SAN FRANCISCO CA)
CA
01/17/2001 - 05/17/2007
NEEDHAM & COMPANY, LLC (MENLO PARK CA)
BC
Issued 04/23/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2013
Series 24 - General Securities Principal 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 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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