Arshia Zahabi, financial advisor San Jose CA
90 score

Arshia Zahabi

CRD Number: 6319732
Current Firm: Prudential Financial Planning Services

Arshia Zahabi (CRD# 6319732) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Jose, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC San Jose, CA Nov 2017 - Current < 1
Prudential Insurance Company Of America San Jose, CA Nov 2017 - Current < 1
A2z Tax And Financials, Inc. Santa Clara, CA Feb 2017 - Current 1
A2z Tax And Financials, Inc. Irvine, CA Aug 2016 - Current 1
Various Insurance Carriers For W&r Insurance Agencies Santa Clara, CA Jul 2014 - Nov 2017 3
Waddell & Reed, Inc. Campbell, CA Apr 2014 - Nov 2017 3
Realty One Group Campbell, CA Dec 2015 - Aug 2016 < 1
Unemployed Rockville, MD Aug 2012 - Apr 2014 1
Target Company Gaithersburg, MD Jun 2011 - Aug 2012 1
Unemployed Rockville, MD Jun 2009 - Jun 2011 2
Military Base Tehran, Jun 2007 - Jun 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Arshia Zahabi
Phone Number: 800-235-7637
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5,161
    MILLIONS
  • Total Number of Accounts
    41,530
    ACCOUNTS
  • Average Account Value
    $124,275
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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