Unclaimed
Shahriyar Victor Dakhteh is a financial professional with over 2 years of experience in the financial services industry. Shahriyar is registered with FINRA as a Registered Representative and holds Series 63, Series 6TO and SIE licenses. Shahriyar is affiliated with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Shahriyar focuses on providing specialized financial advice for individuals, corporations, institutions, trusts, estates, and pension/profit-sharing plans.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
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2
CA
01/14/2022 - Present
J.p. Morgan Securities LLC (LOS ALTOS CA)
BC
Issued 02/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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