Omid Mohaghegh
Professional summary
Omid Mohaghegh is a registered financial professional currently at TELSEY ADVISORY GROUP LLC located in Irvine, California.
Omid is registered as a RR (Registered Representative) and started their career in finance in 1998. Omid has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, Series 57TO, SIE, Series 55, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Omid Mohaghegh's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 28, 2019 - Present
TELSEY ADVISORY GROUP LLC
Office #1: 530 Technology Drive Suite 100, Irvine, CA 92618March 29, 2016 - March 28, 2017
THE VERTICAL GROUP
January 31, 2011 - March 29, 2016
TELSEY ADVISORY GROUP LLC
May 18, 2009 - January 31, 2011
ISLAND TRADING
January 5, 2006 - June 1, 2009
SUMMER STREET RESEARCH PARTNERS
June 11, 2001 - February 1, 2006
PACIFIC GROWTH EQUITIES, LLC
May 12, 2000 - June 12, 2001
EPLANNING SECURITIES, INC.
July 20, 1998 - May 16, 2000
MONY SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/28/2019)
(3/28/2019)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 1/30/2006
Limited Representative-Equity Trader ExamCboe BYX Exchange, Inc.
Cboe BZX Exchange, Inc.
FINRA
Investors' Exchange LLC
NYSE Arca, Inc.
Nasdaq Stock Market
Current Firm
TELSEY ADVISORY GROUP LLC
CRD#: 148234 / SEC#: , 8-67988
Contact information
FINRA licenses (19 States and Territories)
Documents
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