Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Soraya? Claim Your ProfileSoraya Teymourian has over 30 years of experience in the financial services industry. Soraya is currently registered with Wells Fargo Clearing Services, LLC in Maryland. Soraya previously worked for several other firms including SunTrust Investment Services, Inc., HSBC Securities (USA) Inc., Citigroup Global Markets Inc., CitiCorp Investment Services, Invest Financial Corporation, Herzfeld & Stern Inc., and Blinder, Robinson & Co., Inc.. Soraya holds Series 7, Series 63, and Series 65 licenses and is currently registered to offer investment advice in Maryland, Virginia, and the District of Columbia. Soraya specializes in working with individuals, corporations, high net worth individuals, pension and profit sharing plans, charitable organizations, insurance companies, and banking or thrift institutions.
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
MD
12/03/2015 - Present
Wells Fargo Clearing Services, LLC (GAITHERSBURG MD)
VA
03/06/2013 - 10/07/2015
SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)
VA
06/25/2008 - 01/22/2013
HSBC SECURITIES (USA) INC. (MCLEAN VA)
DC
05/29/2007 - 05/22/2008
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
DC
08/14/1999 - 05/29/2007
CITICORP INVESTMENT SERVICES (WASHINGTON DC)
WI
02/19/1985 - 11/14/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
06/09/1983 - 02/01/1985
HERZFELD & STERN INC.
NA
03/31/1982 - 06/08/1983
BLINDER, ROBINSON & CO.,INC.
IA
Issued 10/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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