Seyed Aryan Mirfakhraee (CRD# 6480417) is an Investment Advisor Representative working at Moran Wealth Management, LLC in Naples, FL and has over 2 years of experience in the finance industry.
CRD# 1011585
Lpl Financial LLC
CRD# 1585671
Primerica Advisors
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moran Wealth Management | Naples, FL | Feb 2023 - Current | 1 |
| J.p. Morgan Institutional Investments Inc. | New York, NY | Nov 2021 - Feb 2023 | 1 |
| J.p. Morgan Investment Management Inc. | New York, NY | Nov 2021 - Feb 2023 | 1 |
| Proshares | North Bethesda, MD | Sep 2019 - Oct 2021 | 2 |
| Finra | Rockville, MD | Oct 2018 - Aug 2019 | < 1 |
| Unemployed | North Bethesda, MD | Dec 2017 - Sep 2018 | < 1 |
| Kaiser Permanente | Baltimore, MD | Sep 2017 - Nov 2017 | < 1 |
| Bloomberg | Washington, DC | Jul 2016 - Aug 2017 | 1 |
| Unemployed | North Bethesda, MD | Jun 2016 - Jun 2016 | < 1 |
| University Of Maryland | College Park, MD | Sep 2013 - May 2016 | 2 |
| Edward Jones | Columbia, MD | Jun 2015 - Sep 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2022 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
- FL
- TX
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Total Assets Under Management4,267MILLIONS
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Total Number of Accounts10,644ACCOUNTS
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Average Account Value$400,872
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA, WI
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