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Negar Koushkakinejad

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lake Oswego, OR

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-22
TX RA APPROVED 2025-01-15
NV RA APPROVED 2024-09-11
  • CA RA
    APPROVED
    Since 2025-07-22
  • TX RA
    APPROVED
    Since 2025-01-15
  • NV RA
    APPROVED
    Since 2024-09-11

Branch Locations

6000 Meadows Rd, Lake Oswego, OR 97035 • 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
Ameriprise Financial Services, Llc Las Vegas NV 10/2023 06/2024
Bank Of America N.A Las Vegas NV 11/2016 09/2023
Loan Stream Las Vegas NV 03/2016 11/2016
Jeffrey Nardiello Las Vegas NV 05/2013 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Las Vegas NV 08/2024 Present
Bank Of America, N.A. Las Vegas NV 09/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-18
  • S66 Uniform Combined State Law Examination
    2024-03-18

View on SEC IAPD

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Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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