Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Irvani is a financial professional with over 20 years of experience in the industry. Sam is currently registered with American Alternative Capital, LLC and Waveland Capital Partners LLC. Sam holds a variety of licenses including Series 7, 27, 28, 63, 79 and 99. Sam has experience working for Citigroup Global Markets Inc. and March Group Financial, LLC. Sam is licensed in 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.
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.
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2
MI
09/08/2021 - Present
American Alternative Capital, LLC (ANN ARBOR MI)
CA
02/25/2010 - 03/11/2010
MARCH GROUP FINANCIAL, LLC (NEWPORT BEACH CA)
CA
12/19/2005 - 06/09/2007
CITIGROUP GLOBAL MARKETS INC. (LAGUNA HILLS CA)
CA
01/22/2001 - 01/18/2006
CITIGROUP GENEVA CAPITAL STRATEGIES INC. (LAGUNA HILLS CA)
BC
Issued 12/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/27/2013
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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 11/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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