Mostafa RezaiCRD Number: 1063232
Current Firm: Npb Financial Group, LLC
Mostafa Rezai (CRD# 1063232) is an Investment Advisor Representative working at Npb Financial Group, LLC in Campbell, CA and has over 10 years of experience in the finance industry.
Three Bell Capital LLC
Skyoak Wealth Management, Inc.
Oceaniq Capital, LLC
|Npb Financial Group, LLC||Burbank, CA||Jun 2014 - Current||3|
|Planmember Securities Corporation||Carpinteria, CA||Aug 2011 - Jun 2014||2|
|Employee Benefits Services Group||Campbell, CA||May 2007 - Jun 2014||7|
|Financial Network Investment Corporation||El Segundo, CA||Aug 2008 - Aug 2011||3|
|Pension Planners Securities||Sacramento, CA||May 2007 - Aug 2008||1|
|Unemployed/retired||San Jose, CA||Dec 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2007|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Total Assets Under Management450MILLIONS
Total Number of Accounts2,378ACCOUNTS
Average Account Value$189,235
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, IL, NV, TX, UT
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