ADVISOR BIO

Shahriar Soroush is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 20 years of experience in the industry. Shahriar has a broad range of experience in securities, commodities, and investment advisory services. Shahriar holds a Series 3, Series 7, Series 9, Series 10, and Series 66 license. Shahriar provides services such as portfolio management, educational seminars, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Shahriyar Victor Dakhteh is a financial professional with over 2 years of experience in the financial services industry. Shahriyar is registered with FINRA as a Registered Representative and holds Series 63, Series 6TO and SIE licenses. Shahriyar is affiliated with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Shahriyar focuses on providing specialized financial advice for individuals, corporations, institutions, trusts, estates, and pension/profit-sharing plans.

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ADVISOR BIO

Shahryar Shaikh is a Registered Representative and an Investment Advisor Representative. He has been working in the financial industry since May 2006. His current employer is Wells Fargo Clearing Services, LLC, and he has been working with them since December 2018. He is registered in California and has a Series 63, Series 6TO, and SIE licenses. His specializations include providing financial planning, pension consulting, and investment consulting services to institutional clients.

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ADVISOR BIO

Shahryar Kashanchi is an investment advisor representative at Equitable Advisors, LLC. Shahryar has been in the financial industry since 1985. Shahryar is registered with the state of California, New Jersey, and New York. Shahryar provides investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Shahryar also has a background at MetLife Securities Inc. and Metropolitan Life Insurance Company.

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ADVISOR BIO

Shahrzad Zolfi is a financial professional registered in California. Shahrzad is associated with J.P. Morgan Securities LLC. Shahrzad has been in the industry since March 24, 2022. Shahrzad Zolfi holds the Series 63, Series 6TO and SIE licenses.

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ADVISOR BIO

Shahrzad Keshavarz adeli is a registered representative with J.p. Morgan Securities LLC. Shahrzad is licensed in California and holds the Series 63, Series 6TO, and SIE licenses. Shahrzad specializes in a variety of investment products and services, including equities, fixed income, mutual funds, variable annuities, and options.

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ADVISOR BIO

Shaina Rose Petrison is an investment advisor representative at Fidelity Personal And Workplace Advisors. Shaina has been working in the financial industry since 2018. Shaina's registration is active in all 50 states and the District of Columbia. Shaina is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Fidelity Personal And Workplace Advisors has been in business since 1946. The firm has over 15,000 employees and manages over $818 billion in assets.

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ADVISOR BIO

Shaini Eileen Lewis is a financial professional with over 20 years of experience in the industry. Shaini is currently registered with Ameriprise Financial Services, LLC and has a Series 66 license, as well as several other licenses. Shaini holds the Certified Financial Planner designation and has extensive experience in various areas, including asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Prior to joining Ameriprise, Shaini was registered with IDS LIFE INSURANCE COMPANY, where she worked from 2000 to 2006.

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ADVISOR BIO

Shaiyan Khan is a financial professional registered with Pruco Securities, LLC. Shaiyan holds the Series 63, Series 6TO, and SIE licenses. Shaiyan is registered in California, Nevada, New Jersey, and Texas. Shaiyan has been in the securities industry for 1 year. Shaiyan previously worked at NYLIFE SECURITIES LLC.

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ADVISOR BIO

Shalane Bohle is a financial professional with over 15 years of experience in the industry. Shalane is currently registered with Wells Fargo Clearing Services, LLC and is licensed to offer securities and investment advisory services in multiple states. Prior to joining Wells Fargo Clearing Services, LLC, Shalane worked at U.S. BANCORP INVESTMENTS, INC., CHASE INVESTMENT SERVICES CORP., and WAMU INVESTMENTS, INC.. Shalane holds the Series 7 and Series 66 licenses.

SPECIALIZATIONS