Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Reza? Claim Your ProfileReza Manshouri is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC based in San Francisco, CA. Reza has over 20 years of experience in the financial services industry and holds a variety of licenses, including Series 7, 9, 10, 31, and 66. Reza has worked for several major financial institutions, including Merrill Lynch, Morgan Stanley, and Wells Fargo. Reza specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions.
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.
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.
Investment consulting services to institutional clients
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
10/04/2021 - Present
Wells Fargo Advisors Financial Network, LLC (SAN FRANCISCO CA)
CA
10/22/2012 - 10/05/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
CA
06/01/2009 - 11/06/2012
MORGAN STANLEY (SAN FRANCISCO CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN FRANCISCO CA)
CA
08/02/2002 - 04/02/2007
MORGAN STANLEY DW INC. (SAN FRANCISCO CA)
AZ
08/02/2002 - 06/25/2003
MARTIN WOLF SECURITIES, LLC (SCOTTSDALE AZ)
BOTH
Issued 06/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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