Omid J. Shokraee
Professional summary
Omid Jonathan Shokraee, who also goes by Omid Shokraee, is a registered financial professional currently at SUTTER SECURITIES INCORPORATED located in Irvine, California and BOUSTEAD SECURITIES, LLC located in Irvine, California.
Omid is registered as a RR (Registered Representative) and started their career in finance in 2020. Omid has worked at 2 firms and has passed the Series 66, Series 79TO, Series 7TO and SIE exams.
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Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Omid Jonathan Shokraee's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 20, 2020 - Present
SUTTER SECURITIES INCORPORATED
Office #1: 6 Venture, Suite 395 Suite 395, Irvine, CA 92618January 7, 2021 - Present
BOUSTEAD SECURITIES, LLC
Office #1: 6 Venture Suite 395, Irvine, CA 92618State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/2/2020)
Exams
Series 79TO
Date: 11/28/2022
Investment Banking Registered Representative ExaminationSeries 7TO
Date: 8/20/2020
General Securities Representative ExaminationFINRA
Current Firm
BOUSTEAD SECURITIES, LLC
CRD#: 141391 / SEC#: , 8-67384
Contact information
FINRA licenses (47 States and Territories)
Disclosures
| Regulatory Event | 1 |
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