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ABOUT

GHAZALEH EBRAHIMI

Specialties: Investment Planning, Wealth Management Strategies, 401(k) Accounts, Asset Allocation, Retirement Income Strategies 

Ghazaleh Ebrahimi Has Worked in the
Financial Industry for Over 30 Years

Initially Mrs. Ebrahimi started in the banking sector in 1990 and eventually transitioned to wealth management in 1998. She went on to gain experience working at investment firms such as Northwestern Mutual Life, Citigroup, Banc of America Investment Services, Stone & Youngberg, and Stifel, Nicolaus & Company. 

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MORE BACKGROUND 

ABOUT GHAZALEH EBRAHIMI

In no business endeavor is honesty, integrity, and transparency more paramount than in financial consulting and management firms. Ghazaleh Ebrahimi, a financial broker and newly appointed Managing Director at Aegis Capital, has spent thirty years building her reputation for honesty as she has served clients and employers in various capacities.

 

Integrity is at the core of her personal value system in business and in life. Her transparent interactions with her clients has won her their trust and loyalty and has garnered the highest accolades from the executives at Aegis Capital.

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She has built her business on long-lasting relationships by understanding her clients’ goals and providing them with personalized investment strategies that help them address their financial needs. Mrs. Ebrahimi’s focus is customizing portfolios designed to help grow and conserve wealth by delivering an exceptional level of personalized service and experience.

 

She works with clients ranging from small business owners to highly compensated professionals. Mrs. Ebrahimi’s sole purpose is to deliver boutique level service while still offering a full-range of products and services to her valued clients.

Brokerage and investment advisory products and services, are offered through Aegis Capital Corp, a member of FINRA and SIPC.  Insurance products are made available through, ACC General Agency, a licensed insurance agency.  For those persons inquiring from states where a specific associate is not currently securities and/or insurance licensed, the associate will not transact business in that state or provide follow-up individual responses, until after the associate obtains the appropriate registration in the applicable state.

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The information provided should not be relied upon in isolation for the purpose of making an investment decision. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision.  Prior to making any investment or financial decision, an investor should seek advice from a financial, legal, tax and other professional that consider all of the particular facts and circumstances of an investor's situation.  The opinions expressed and material provided are for information purposes only and is not an offer, recommendation, or solicitation of any product, strategy or transaction. Any views, strategies or products discussed may not be appropriate or suitable for all individuals and are subject to risks.

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Investment and insurance products offered are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

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Check the background of your financial professional on FINRA's BrokerCheck

Form CRS and General Disclosures

Aegis Risk Disclosures

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