Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saman? Claim Your ProfileSaman Bigharaz is a registered investment advisor representative with Mercer Global Advisors Inc. Saman is a California licensed advisor. Saman has been in the industry since 2012 and has a series 66, series 7 and SIE license. Previously, Saman Bigharaz was employed at E*TRADE Securities LLC, J.P. MORGAN SECURITIES LLC, AXA ADVISORS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Saman has also worked at JPMorgan Chase Bank, JPMorgan Securities, LLC, AMI USA LLC, E*TRADE Capital Management LLC and Falcon Wealth Planning, Inc. Saman Bigharaz is also the part-owner and president of Pure Paws Pet Company, LLC and the owner of Milan Bigharaz Management Company.
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.
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.
Trust services, estate planning, tax return preparation, consultation
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.
A percentage of the total value of assets under management is charged.
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CA
03/20/2024 - Present
Mercer Global Advisors Inc. (Los Angeles CA)
CA
05/03/2017 - 11/18/2022
E*TRADE SECURITIES LLC (Irvine CA)
CA
05/01/2015 - 04/19/2017
J.P. MORGAN SECURITIES LLC (IRVINE CA)
CA
07/03/2014 - 11/17/2014
AXA ADVISORS, LLC (IRVINE CA)
CA
12/11/2012 - 05/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
BOTH
Issued 01/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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