Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahram? Claim Your ProfileShahram Kahusi is a financial advisor with Wells Fargo Clearing Services, LLC, registered to provide investment advice in Washington. Shahram has been working in the financial industry since 2019 and has experience with Key Investment Services LLC. Shahram has the Series 7, 63, and 66 licenses, and is a registered investment advisor representative in Washington.
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.
1
2
WA
10/12/2021 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
09/10/2020 - 08/03/2021
KEY INVESTMENT SERVICES LLC (Seattle WA)
OR
01/13/2020 - 08/11/2020
WELLS FARGO CLEARING SERVICES, LLC (ASHLAND OR)
BOTH
Issued 10/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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