Unclaimed
Spozhmi Zarifi is a financial advisor with J.P. Morgan Securities LLC based in Santa Monica, California. Spozhmi has been in the industry since 2015. Spozhmi holds Series 6, SIE, and Series 63 licenses. The firm specializes in portfolio management, financial planning, and pension consulting services for individuals and businesses.
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
CA
03/30/2017 - Present
J.p. Morgan Securities LLC (SANTA MONICA CA)
CA
02/27/2015 - 11/23/2015
J.P. MORGAN SECURITIES LLC (SANTA MONICA CA)
BC
Issued 05/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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