Marjan Ahmadi, financial advisor San Diego CA
93 score

Marjan Ahmadi

CRD Number: 4614077
Current Firm: Comerica Securities

Marjan Ahmadi (CRD# 4614077) is an Investment Advisor Representative working at Comerica Securities in San Diego, CA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Comerica Bank San Diego, CA Jun 2016 - Current < 1
Comerica Securities, Inc. San Diego, CA Jun 2016 - Current < 1
Wells Fargo Advisors LLC Los Angeles, CA Jan 2010 - May 2016 6
Wachovia Bank, N.a. Los Angeles, CA Jan 2010 - May 2016 6
Citigroup Global Markets Inc. Houston, TX May 2007 - Oct 2009 2
Citicorp Investment Services Houston, TX Mar 2006 - Oct 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S65 NASAA Investment Advisors Law Examination May 2007
Contact Info for Marjan Ahmadi
Phone Number: 313-222-7402
Firm Website: https://www.comerica.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    920
    MILLIONS
  • Total Number of Accounts
    2,261
    ACCOUNTS
  • Average Account Value
    $406,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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