Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sorush? Claim Your ProfileSorush Shayestehmehr Abboud is a financial advisor with over 19 years of experience in the industry. Sorush Shayestehmehr Abboud is currently registered with Morgan Stanley and is licensed to provide investment advice in 45 states. Sorush Shayestehmehr Abboud has also held positions at Fulcrum Capital Markets LLC, Peraza Capital and Investment, LLC, APS Financial Corporation, and Goldman, Sachs & Co. Sorush Shayestehmehr Abboud holds the Series 65, Series 63, Series 24, SIE, and Series 7 licenses. Sorush Shayestehmehr Abboud is also a Chartered Financial Analyst (CFA). Sorush Shayestehmehr Abboud provides a range of financial services, including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TX
02/20/2015 - Present
Morgan Stanley (Austin TX)
TX
07/13/2011 - 12/27/2014
FULCRUM CAPITAL MARKETS LLC (AUSTIN TX)
TX
04/19/2010 - 10/17/2011
PERAZA CAPITAL AND INVESTMENT, LLC (AUSTIN TX)
TX
07/14/2009 - 01/21/2010
APS FINANCIAL CORPORATION (AUSTIN TX)
NY
12/01/2003 - 10/31/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
TX
10/02/2002 - 11/14/2003
APS FINANCIAL CORPORATION (AUSTIN TX)
IA
Issued 03/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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