Sepehr HosseiniCRD Number: 1922887
Current Firm: Woodbury Financial Services, Inc.
Sepehr Hosseini (CRD# 1922887) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Westlake Village, CA and has over 20 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Woodbury Financial Services, Inc.||West Lake Village, CA||Feb 2014 - Current||2|
|Metropolitan Life Insurance Company||Woodland Hills, CA||Nov 1987 - Feb 2014||26|
|Metlife Securities Inc.||Woodland Hills, CA||Nov 1987 - Feb 2014||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV