Mahyar Mohammadzadeh

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2016 → 12/2020
  Bankers Life And Casualty
  Northridge, CA
• 08/2018 → 12/2020
  Bankers Life Securities
  Northridge, CA
• 09/2019 → 12/2020
  Bankers Life Advisory Services, Inc
  Northridge, CA
• 12/2020 → 06/2024
  Ameriprise Financial Services Llc
  Woodland Hills, CA
• 06/2024 → Present
  Wells Fargo Clearing Services, Llc
  Westlake Village, CA

Previous Registrations

• 2020-12-17 → 2024-06-25
  Ameriprise Financial Services, Llc
  Westlake Village, CA
  Woodland Hills, CA
  Agoura Hills, CA
• 2019-09-26 → 2020-12-18
  Bankers Life Advisory Services, Inc.
  Northridge, CA
  Chicago, IL

Other Businesses

BLUE SHIELD OF CALIFORNIA, NOT INV RELATED, LOS ANGELES, CA, HEATH INSURANCE TRAILS, START: 6/25/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.; RIVERSOURCE LIFE INSURANCE COMPANY, INV RELATED, MINNEAPOLIS, MN, TRAIL COMMISSIONS, START: 6/26/2024, 1 HOUR A MONTH, 0 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-25
• S63 Uniform Securities Agent State Law Examination
  2019-01-15