Milad Javaherian

PIM® Portfolio Manager, Financial Advisor at Wells Fargo Advisors

Role
Pim Portfolio Manager, Financial Advisor at Wells Fargo Advisors
Location
San Francisco, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Milad Javaherian

What drives me every day is looking for ways to sharpen your financial focus and simplify your financial life. It takes more than a single planning session to put your wealth to work in support of your life goals. It takes a process. As your life circumstances change, so must the investment strategies I use to help keep you on course toward your objectives. We’ll continue to work together through the years to help keep your investment strategies aligned with your goals and needs.This information is intended for use only by the residents of CA and TX. CA Insurance Producer Number: 0J19949Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Experience

  1. Pim Portfolio Manager, Financial Advisor

    Wells Fargo Advisors

    Oct 2024 — Present

    Wells Fargo Advisors, which traces its roots to 1879, grew through mergers with highly respected regional and national firms. It is a non-bank affiliate of Wells Fargo & Company, one of the nation’s largest and highly respected financial institutions.

Education

  • Oxford Brookes University

    Master of Science (MSc), International Business Economics

  • Shahid Beheshti University

    Bachelor of Science (BSc), Electrical Engineering - Electronics

Skills

  • Teamwork
  • Java Enterprise Edition
  • Microsoft Sql Server
  • Financial Reporting
  • Business Analysis
  • IT Solutions
  • Sales
  • Negotiation
  • Lead Generation
  • Investments
  • Alternative Investments
  • Management Consulting
  • Team Leadership
  • Microsoft Office
  • Market Research
  • Crm
  • New Business Development
  • Online Marketing
  • Business Development
  • Management
  • Business Strategy
  • Project Management
  • Strategy
  • Microsoft Excel

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Milad Javaherian — Pim Portfolio Manager, Financial Advisor at Wells Fargo Advisors in San Francisco, CA, US | Unifers