Shahab MoradianCRD Number: 4560120
Current Firm: Wells Fargo Advisors Financial Network, LLC
Shahab Moradian (CRD# 4560120) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in San Francisco, CA and has over 15 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Wells Fargo Advisors Financial Network, LLC||San Francisco, CA||Feb 2016 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Feb 2016||1|
|Morgan Stanley Smith Barney||San Francisco, CA||Mar 2010 - Feb 2016||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Aug 2005 - Mar 2010||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2002|
Total Assets Under Management42,504MILLIONS
Total Number of Accounts142,401ACCOUNTS
Average Account Value$298,482
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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