Roxana Maddahi
Wealth Advisor at Steel Peak Wealth Management, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Los Angeles, California, United States, US
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Credentials
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CA Insurance Lic #0K36249
-Jul, 2015- Nov, 2024 -
NMLS ID 1326738
-Mar, 2015- Nov, 2024 -
Series 66
-Feb, 2010- Nov, 2024 -
Series 7
-Nov, 2009- Nov, 2024
Experience
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SteelPeak Wealth
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United States
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Financial Services
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1 - 100 Employee
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Wealth Advisor
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Dec 2015 - Present
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Apr 2013 - Dec 2015
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JP Morgan Securities LLC
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New York, NY
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Sales Associate
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Oct 2009 - Jul 2012
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Barclays Wealth Management
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United Kingdom
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Financial Services
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700 & Above Employee
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Analyst
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Sep 2007 - Sep 2009
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Education
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2003 - 2007
The George Washington University School of Business
Bachelors of Business Administration, Business Economics & International Business -
2003 - 2007
The George Washington University
International Business & Business Economics, Business Economics & International Business
Community
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