Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reza? Claim Your ProfileReza Bahadori is a financial professional with over 30 years of experience in the industry. Reza is currently a Registered Representative with Carter, Terry & Company, Inc. Prior to joining Carter, Terry & Company, Inc., Reza was a Registered Representative with Crown Capital Securities, L.P., Ameriprise Financial Services, Inc. and JHS Capital Advisors, LLC. Reza holds the Series 63, Series 24, Series 7, and Series 62 licenses. Reza is also a Registered Representative in Arizona and California.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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GA
03/23/2017 - Present
Carter, Terry & Company, Inc. (ATLANTA GA)
CA
11/12/2015 - 03/10/2017
CROWN CAPITAL SECURITIES, L.P. (IRVINE CA)
CA
08/14/2015 - 11/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Irvine CA)
CA
04/10/2012 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (IRVINE CA)
CA
03/13/1992 - 04/11/2012
PAULSON INVESTMENT COMPANY, INC. (IRVINE CA)
CO
11/23/1990 - 03/06/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
08/15/1988 - 11/29/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BC
Issued 08/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1992
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1988
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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