Shawn H. Tehrani
Professional summary
Shawn Hasan Tehrani, who also goes by Hasan Khalili Tehrani, Shawn Tehrani, is a registered financial advisor currently at TEHRANI WEALTH MANAGEMENT, LLC located in Phoenix, Arizona.
Shawn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Shawn has worked at 4 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Hasan Tehrani's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 12, 2011 - Present
TEHRANI WEALTH MANAGEMENT, LLC
Office #1: 4742 N 24th Street, Suite 300, Phoenix, AZ 85016August 2, 2005 - December 20, 2010
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - December 20, 2010
WELLS FARGO CLEARING SERVICES, LLC
February 28, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
January 23, 1986 - March 13, 2001
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/12/2011)
Exams
Current Firm
TEHRANI WEALTH MANAGEMENT, LLC
CRD#: 155802 / SEC#: 801-72015
Contact information
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 81,963,862 |
Red Flags
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