Susan Sajjadi, financial advisor Irvine CA
83 score

Susan Sajjadi

CRD Number: 1905789
Current Firm: Westpark Capital, Inc.

Susan Sajjadi (CRD# 1905789) is an Investment Advisor Representative working at Westpark Capital, Inc. in Irvine, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Westpark Capital Inc. Irvine, CA Jul 2016 - Current < 1
Newport Coast Securities, Inc. Irvine, CA Jan 2013 - Jul 2016 3
Raymond James & Associates, Inc. Newport Beach, CA May 2007 - Jan 2013 5
Wachovia Securities, LLC Anaheim, CA Dec 2000 - May 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Susan Sajjadi
Phone Number: 310-843-9300
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $1,369,257
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Other
Types of Clients
Registered States

CA, NY

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BADGES
83

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