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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahab? Claim Your ProfileShahab Ali Moradian is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Shahab has been in the industry since 2002 and holds a Series 66 license. Shahab has previously worked for Morgan Stanley and Merrill Lynch. Shahab specializes in investment consulting services to institutional clients, financial planning, pension consulting and selection of other advisors. Shahab is registered in several states including California, Texas, Arizona, Delaware, Florida, Georgia, Indiana, Maryland, Massachusetts, Michigan, Nevada, North Carolina, Oregon, Washington, and Wisconsin.
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
01/03/2020 - Present
Wells Fargo Advisors Financial Network, LLC (SAN FRANCISCO CA)
CA
03/12/2010 - 02/22/2016
MORGAN STANLEY (SAN FRANCISCO CA)
CA
08/22/2005 - 03/16/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
09/06/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 10/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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