Omid Noori (CRD# 4844987) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Sioux Falls, SD and has over 19 years of experience in the finance industry.
CRD# 6915920
Edward Jones
CRD# 6491811
Raymond James Financial Services Advisors, Inc.
CRD# 5157894
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Woodland Hills, CA | Nov 2018 - Current | 5 |
| Us Bank | Woodland Hills, CA | Nov 2018 - Current | 5 |
| Unionbanc Investment Services | Woodland Hills, CA | Nov 2016 - Sep 2018 | 1 |
| Mufg Union Bank | Woodland Hills, CA | Nov 2016 - Sep 2018 | 1 |
| Wells Fargo Advisors LLC | Calabasas, CA | Jan 2011 - Nov 2016 | 5 |
| Wells Fargo Bank | Calabasas / Sherman Oaks, CA | Sep 2003 - Nov 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- CA
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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