Samira IzadpanahCRD Number: 7007514
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Samira Izadpanah (CRD# 7007514) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mission Viejo, CA and has over 3 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Bank Of America, N.a.||Newport Beach, CA||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Newport Beach, CA||Jun 2019 - Current||3|
|Jpmorgan Securities LLC||Laguna Beach, CA||Aug 2018 - Jun 2019||< 1|
|Jp Morgan Chase Bank N.a||Laguna Beach, CA||Feb 2017 - Jun 2019||2|
|World Financial Group||Newport Beach, CA||Jul 2016 - Jun 2017||< 1|
|Wells Fargo Bank N.a.||Mission Viejo, CA||Aug 2015 - Feb 2017||1|
|Rocket Fizz Irvine Spectrum||Irvine, CA||Feb 2014 - Oct 2016||2|
|Umami Burger Irvine Spectrum||Irvine, CA||Mar 2015 - Aug 2015||< 1|
|Macy's||Mission Viejo, CA||Apr 2014 - Aug 2014||< 1|
|Unemployed||Mission Viejo, CA||Dec 2013 - Jan 2014||< 1|
|Unemployed||Rancho Santa Margarita, CA||Oct 2013 - Nov 2013||< 1|
|Bic Company||Tehran,||Aug 2012 - Sep 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2019|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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