Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samar? Claim Your ProfileSamar Farhangi is a financial advisor registered with Ocean Park Asset Management, LLC. Samar has been in the financial services industry since August 2009. Samar is a Certified Financial Planner™ professional and has a Series 7, Series 66 and SIE license. Samar specializes in portfolio management for individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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CA
12/09/2024 - Present
Ocean Park Asset Management, LLC (SANTA MONICA CA)
CA
04/11/2013 - 05/07/2015
VERTICAL CAPITAL SECURITIES, LLC (IRVINE CA)
CA
01/05/2011 - 10/16/2012
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
03/11/2009 - 01/03/2011
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
CA
09/22/2008 - 02/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
CA
06/24/2008 - 09/02/2008
AMERIPRISE FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 08/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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