Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Siamak? Claim Your ProfileSiamak Dowlatshahi is an investment advisor representative with LPL Financial LLC. Siamak has been in the industry since November 1986. He has a Series 6, Series 7, Series 22, Series 26, and Series 63 licenses. Siamak previously worked for National Planning Corporation, Washington Square Securities, Inc., and W.S. Griffith & Co., Inc. Siamak's specializations include fixed income, equities, mutual funds, variable annuities, life insurance, and disability insurance. Siamak's primary business location is in Glastonbury, CT.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
CT
11/29/2017 - Present
LPL Financial LLC (GLASTONBURY CT)
CT
02/07/2003 - 11/29/2017
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
CT
02/24/1999 - 02/10/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CT
03/15/1993 - 03/01/1999
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
11/18/1986 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/17/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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