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Majid Taheran

30 Years of Experience
Whittier, CA
BrokerSells Insurance

Majid Taheran is a registered investment advisor, based in Whittier, CA, with 30 years of industry experience.

Location

14724 E. Whittier Blvd., Whittier, CA, 90605

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Majid is involved in several business activities, including tax preparation/accounting, insurance sales (health insurance), real estate/mortgage services, rental property management, legal services, and teaching. He dedicates a significant amount of time to these activities, including nearly full-time hours to tax preparation/accounting.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2023 - September 2025 · 1 yr 11 mos
Avantax Investment Services, INC.Broker
September 2008 - September 2025 · 17 yrs
H.D. Vest Investment ServicesBroker
May 1997 - May 2008 · 11 yrs
John Hancock Distributors, INC.Broker
April 1994 - May 1996 · 2 yrs 1 mo
John Hancock Mutual Life Insurance CompanyBroker
April 1994 - May 1996 · 2 yrs 1 mo
Pruco Securities CorporationBroker
December 1993 - March 1994 · 3 mos
State Registrations2 states
CACO
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Majid Taheran - Financial Advisor | TrueAdvisor