Best Investors Account Sign in
Inactive

Seyed Aryan Mirfakhraee

Moran Wealth Management, LLC

Naples, FL

Claim This Profile
Current Employers
Moran Wealth Management, Llc

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-11-29
FL RA APPROVED 2023-05-06
  • TX RA
    APPROVED
    Since 2023-11-29
  • FL RA
    APPROVED
    Since 2023-05-06

Branch Locations

5801 Pelican Bay Blvd, Suite 110, Naples, FL 34108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Institutional Investments Inc. New York NY 11/2021 02/2023
J.P. Morgan Investment Management Inc. New York NY 11/2021 02/2023
Proshares North Bethesda MD 09/2019 10/2021
Finra Rockville MD 10/2018 08/2019
Bloomberg Washington DC 07/2016 08/2017
Kaiser Permanente Baltimore MD 09/2017 11/2017
Unemployed North Bethesda MD 12/2017 09/2018
Moran Wealth Management Naples FL 02/2023 Present
  • 11/2021 → 02/2023
    J.P. Morgan Institutional Investments Inc.
    New York, NY
  • 11/2021 → 02/2023
    J.P. Morgan Investment Management Inc.
    New York, NY
  • 09/2019 → 10/2021
    Proshares
    North Bethesda, MD
  • 10/2018 → 08/2019
    Finra
    Rockville, MD
  • 07/2016 → 08/2017
    Bloomberg
    Washington, DC
  • 09/2017 → 11/2017
    Kaiser Permanente
    Baltimore, MD
  • 12/2017 → 09/2018
    Unemployed
    North Bethesda, MD
  • 02/2023 → Present
    Moran Wealth Management
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2022-03-18
  • S65 Uniform Investment Adviser Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2022-03-18
Other Names
  • Arian Mirfakhraee
  • Seyed Aryan Mirfakhraee
  • Seyed Arian Mirfakhraee

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor