Unclaimed
William Reza Jafari is a financial advisor with over 10 years of experience in the industry. William is currently registered with Blackrock Investments, LLC in New York. William is a Series 7, Series 6 and Series 63 licensed professional. William has previously worked at J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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.
1
2
NY
08/31/2016 - Present
Blackrock Investments, LLC (NEW YORK NY)
WA
10/01/2012 - 11/24/2014
J.P. MORGAN SECURITIES LLC (MERCER ISLAND WA)
WA
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (EVERETT WA)
BC
Issued 09/25/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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