Samira Izadpanah, financial advisor Mission Viejo CA

Samira Izadpanah

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Samira Izadpanah
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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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