Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reza? Claim Your ProfileReza Golchini is a financial advisor with over 20 years of experience in the industry. Reza has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2016 and previously worked for firms such as Citigroup Global Markets Inc., First Republic Securities Company, LLC, and Wells Fargo Advisors, LLC. Reza's expertise spans a wide range of financial services, including portfolio management, investment advisory services, and pension consulting.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
03/08/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
04/18/2012 - 02/10/2016
CITIGROUP GLOBAL MARKETS INC. (SAN FRANCISCO CA)
CA
01/09/2012 - 04/03/2012
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
CA
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
09/11/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
IA
Issued 11/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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