MS
Marjan Soleimanieh
GOSHO FINANCIAL GROUP
San Mateo, CA 94403
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CRD#: 7996890
MS
Professional summary
Marjan Soleimanieh is a registered financial advisor currently at GOSHO FINANCIAL GROUP located in San Mateo, California.
Marjan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Marjan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Westfab Manufacturing Not investment related 3370 Keller St Santa Clara, CA 95054 Sheet-metal manufacturing Operations Manager 11/2019 80-100 hours Operations related tasks, helping the business with process and scalability
CRS (Client Relationship Summary) - RIA
Click below to view Marjan Soleimanieh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 24, 2024 - Present
GOSHO FINANCIAL GROUP
Office #1: 1900 S Norfolk Street Suite 350, San Mateo, CA 94403RIA
CRD#: 152268
San Mateo, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(10/24/2024)
Current Firm
GF
GOSHO FINANCIAL GROUP
GOSHO FINANCIAL ADVISORS LLC | GOSHO, CAROL, JEANNE | GOSHO FINANCIAL GROUP
CRD#: 152268 / SEC#:
California
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Contact information
Main Address
1900 S Norfolk Street Suite 350, San Mateo, CA 94403
Mailing Address
Phone number
(650) 931-2518
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 90 |
| AUM (Assets Under Management) | $ 23,473,856 |
Red Flags
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