Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sohrab abbas? Claim Your ProfileSohrab Abbas Zarasvand is a registered investment advisor with J.P. Morgan Securities LLC. Sohrab has over 16 years of experience in the financial services industry. Sohrab is a Series 6, 7, 63, and 65 licensed professional. Previously, Sohrab worked for Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cetera Investment Services LLC. Sohrab specializes in providing financial planning and investment advisory services to individuals, high-net-worth individuals, corporations, and pension 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
1
2
TX
07/12/2023 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
05/24/2022 - 07/05/2023
FIDELITY BROKERAGE SERVICES LLC (FORT WORTH TX)
TX
04/14/2015 - 05/21/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
TX
01/30/2014 - 04/07/2015
CETERA INVESTMENT SERVICES LLC (HOUSTON TX)
TX
10/01/2012 - 01/29/2014
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
07/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IA
Issued 11/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/28/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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