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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shahram? Claim Your ProfileShahram Tajback is a Registered Investment Advisor (RIA) and a Financial Advisor with over 20 years of experience in the industry. Shahram works with Mathematica Capital Management, LLC and has been a Registered Representative with the firm since 2002. Shahram specializes in working with high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Shahram specializes in Portfolio Management for Businesses, Individuals, and Pooled Investment Vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
06/28/2002 - Present
Mathematica Capital Management, LLC (SAUSALITO CA)
BC
Issued 10/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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