Samar NasiriCRD Number: 5244270
Current Firm: Sierra Investment Management Inc.
Samar Nasiri (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 11 years of experience in the finance industry. Samar Nasiri has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Fried Asset Management, Inc.
Penniall & Associates
|Northern Lights Distributors, LLC||Omaha, NE||Nov 2015 - Current||4|
|Sierra Investment Management, Inc.||Santa Monica, CA||Sep 2015 - Current||4|
|Unemployed||Irvine, CA||May 2015 - Sep 2015||< 1|
|Vertical Capital Securities, LLC||Irvine, CA||Apr 2013 - May 2015||2|
|Unemployed||Aliso Viejo, CA||Oct 2012 - Mar 2013||< 1|
|E*trade Capital Management LLC||Los Angeles, CA||Jan 2011 - Oct 2012||1|
|E*trade Securities LLC||Los Angeles, CA||Jan 2011 - Oct 2012||1|
|E*trade Savings Bank||Los Angeles, CA||Jan 2011 - Oct 2012||1|
|Fidelity Brokerage Services LLC||Irvine, CA||Feb 2009 - Dec 2010||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2008|
Total Assets Under Management488MILLIONS
Total Number of Accounts1,023ACCOUNTS
Average Account Value$477,473
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, LA, NV, PA, TX, WA
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