Page M. Khalajestani
Professional summary
Page Mojgan Khalajestani, who also goes by Page Bogart, Page M Khalajestani, is a registered financial advisor currently at PAKHA INVESTMENT ADVISORY located in Redlands, California.
Page is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Page has worked at 12 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Page Mojgan Khalajestani's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 7, 2014 - Present
PAKHA INVESTMENT ADVISORY
Office #1: 1255 W. Colton Ave., Redlands, CA 92374June 6, 2013 - October 17, 2014
PROFECTUS WEALTH MANAGEMENT
October 26, 2011 - May 17, 2013
INTEGRATED ASSET MANAGEMENT, LLC
November 17, 2010 - February 5, 2013
MASON & ASSOCIATES, INC.
July 22, 2010 - November 3, 2011
CAMBRIDGE INVESTMENT RESEARCH, INC.
October 4, 2000 - January 25, 2002
PARETO SECURITIES INC.
October 23, 1996 - July 31, 2000
CARNEGIE, INC.
April 4, 1996 - October 4, 1996
ALFRED BERG, INC.
July 31, 1995 - April 4, 1996
ALFRED BERG, INC.
October 24, 1994 - March 13, 1995
NATIXIS SECURITIES AMERICAS LLC
April 13, 1994 - September 23, 1994
KIDDER, PEABODY & CO. INCORPORATED
November 12, 1993 - April 15, 1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/7/2014)
Exams
Current Firm
PAKHA INVESTMENT ADVISORY
CRD#: 173205 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 13,200,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PAKHA INVESTMENT ADVISORY
CRD#: 173205Redlands, CA 92374TRUST BUT VERIFY
Monitor Page Khalajestani
Get automatic monthly alerts on:
