Susan SajjadiCRD 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 29 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|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|
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
Total Assets Under Management5MILLIONS
Total Number of Accounts4ACCOUNTS
Average Account Value$1,369,257
- A percentage of assets under your management