Mutual Fund Representative
CurrentHelping Client Navigate their financial goals with expertise and integrity
Aug 2024 - Present
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Morteza Badrouh Email & Phone Number
📊📈Financial Advisor in CA & USMutual Fund Representative at WFG Securities Inc.Insurance Agent at World Financial Group Insurance agency of Canada Inc.👨🏫Financial Educator
at
World Financial Group (WFG)
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
📊📈Financial Advisor in CA & USMutual Fund Representative at WFG Securities Inc.Insurance Agent at World Financial Group Insurance agency of Canada Inc.👨🏫Financial Educator
Location
North Vancouver, British Columbia, Canada
Company size
Who is Morteza Badrouh? Overview
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Quick answer
Morteza Badrouh is listed as 📊📈Financial Advisor in CA & USMutual Fund Representative at WFG Securities Inc.Insurance Agent at World Financial Group Insurance agency of Canada Inc.👨🏫Financial Educator at World Financial Group (WFG), a with 13227 employees, based in North Vancouver, British Columbia, Canada. AeroLeads shows a matched LinkedIn profile for Morteza Badrouh.
Morteza Badrouh previously worked as Mutual Fund Representative at World Financial Group (Wfg) and Insurance Agent at World Financial Group (Wfg). Morteza Badrouh holds Canadian Investment Fund Course from Ifse Institute.
Company email context
Email format at World Financial Group (WFG)
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World Financial Group (WFG)
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Profile bio
About Morteza Badrouh
As a financial professional advisor, I help individuals and families achieve their financial goals and dreams through customized solutions and strategies. Always looking for opportunities to improve my knowledge and skills as well as building a great quality communityI am driven by the desire to learn new skills, take on new challenges, and master complex financial strategies.
Current workplace
Morteza Badrouh's current company
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World Financial Group (Wfg)
6 roles
Morteza Badrouh work experience
A career timeline built from the work history available for this profile.
Insurance Agent
Current
Aug 2024 - Present
Financial Educator
Current
Self-Employed
- Teaching Accounting Software - Financial education
Jan 2024 - Present
Assistant Accountant
Current
Panne E Formaggio
Aug 2023 - Present
Associate Financial Advisor
Mortgage Banker-The person In-charge of Rials and Foreign currency credits
Feb 2018 - Nov 2022
Personal Banking Representative
Samen Bank
•Opened new accounts, added financial history documentation, entered data, and processed transactions•Informed customers about bank products and services.Understand and determine customer needs and recommend a solution.• Helped customers with processing transactions, such as deposits, withdrawals, account discrepancies, and bill payments.•Reviewed documentation, identified financial discrepancies where applicable, and created monthly reports
May 2013 - Oct 2017
Team & coworkers
Colleagues at World Financial Group (WFG)
Other employees you can reach at worldfinancialgroup.com. View company contacts for 13227 employees →
AE
Agnes Esobar
Colleague at World Financial Group (Wfg)San Ramon, California, United States
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GS
Gita Sah
Colleague at World Financial Group (Wfg)Denton, Texas, United States
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BH
Brian Hammermeister
Colleague at World Financial Group (Wfg)Cape Coral Metropolitan Area, United States
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DW
Danielle Ward
Colleague at World Financial Group (Wfg)Divide, Colorado, United States
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LG
Luzneidy García
Colleague at World Financial Group (Wfg)Greater Houston, United States
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PS
Pawandeep Singh
Colleague at World Financial Group (Wfg)Allentown, Pennsylvania, United States
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TH
Thao Ho
Colleague at World Financial Group (Wfg)Portland, Oregon, United States
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PC
Phillip Cervantez
Colleague at World Financial Group (Wfg)Riverside, California, United States
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KK
Kalsang Kalsangdickeylewis
Colleague at World Financial Group (Wfg)Rockville, Maryland, United States
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DD
Dawn Dorsett
Colleague at World Financial Group (Wfg)Vacaville, California, United States
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Agnes Esobar
Colleague at World Financial Group (Wfg)San Ramon, California, United States
View →
GS
Gita Sah
Colleague at World Financial Group (Wfg)Denton, Texas, United States
View →
BH
Brian Hammermeister
Colleague at World Financial Group (Wfg)Cape Coral Metropolitan Area, United States
View →
DW
Danielle Ward
Colleague at World Financial Group (Wfg)Divide, Colorado, United States
View →
LG
Luzneidy García
Colleague at World Financial Group (Wfg)Greater Houston, United States
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PS
Pawandeep Singh
Colleague at World Financial Group (Wfg)Allentown, Pennsylvania, United States
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TH
Thao Ho
Colleague at World Financial Group (Wfg)Portland, Oregon, United States
View →
PC
Phillip Cervantez
Colleague at World Financial Group (Wfg)Riverside, California, United States
View →
KK
Kalsang Kalsangdickeylewis
Colleague at World Financial Group (Wfg)Rockville, Maryland, United States
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DD
Dawn Dorsett
Colleague at World Financial Group (Wfg)Vacaville, California, United States
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3 education records
Morteza Badrouh education
Canadian Investment Fund Course
Master'S Degree, Finance And Financial Management Services
Bachelor'S Degree, Accounting
FAQ
Frequently asked questions about Morteza Badrouh
Quick answers generated from the profile data available on this page.
What company does Morteza Badrouh work for?
Morteza Badrouh works for World Financial Group (WFG).
What is Morteza Badrouh's role at World Financial Group (WFG)?
Morteza Badrouh is listed as 📊📈Financial Advisor in CA & USMutual Fund Representative at WFG Securities Inc.Insurance Agent at World Financial Group Insurance agency of Canada Inc.👨🏫Financial Educator at World Financial Group (WFG).
Where is Morteza Badrouh based?
Morteza Badrouh is based in North Vancouver, British Columbia, Canada while working with World Financial Group (WFG).
What companies has Morteza Badrouh worked for?
Morteza Badrouh has worked for World Financial Group (Wfg), Self-Employed, Panne E Formaggio, Parsian Bank, and Samen Bank.
Who are Morteza Badrouh's colleagues at World Financial Group (WFG)?
Morteza Badrouh's colleagues at World Financial Group (WFG) include Agnes Esobar, Gita Sah, Brian Hammermeister, Danielle Ward, and Luzneidy García.
How can I contact Morteza Badrouh?
You can use AeroLeads to view verified contact signals for Morteza Badrouh at World Financial Group (WFG), including work email, phone, and LinkedIn data when available.
What schools did Morteza Badrouh attend?
Morteza Badrouh holds Canadian Investment Fund Course from Ifse Institute.
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