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  2. Mike Soroudi

Mike Soroudi

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Mike Soroudi, CFA
Investment Strategist
Phone: 
(949) 223-8101

Mike has served as Senior Investment Strategist at Tax & Financial Group (TFG) since 2016. His focus is on trading, portfolio analytics, and investment strategy. He is also an integral part of systems design and development for all investment services and products. Mike is part of TFG’s research division where he assists in creating monthly research articles and economic updates.

Prior to TFG, Mike worked as an accounting consultant helping corporate clients streamline their accounts receivable / accounts payable processes and providing analytical support on various projects.

Mike graduated from the University of Southern California with a Bachelor of Science in Economics and Mathematics. He holds the series 7 & 63 registrations and has been awarded the Chartered Financial Analyst (CFA) designation. He is a Registered Representative and Registered Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC.

Outside of TFG, he serves as the technology chair for the Orange County chapter of the CFA society (CFAOC) and is responsible for all of the Society’s website content.

Mike lives in Costa Mesa, CA and in his spare time enjoys running and playing tennis.
 

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  •   4001 Macarthur Blvd., 3rd Floor, Newport Beach, California 92660
  •   (949) 223-8100
  •   info@tfgroup.com

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Tax & Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA’s BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles “advisor” or “financial advisor” and provide advisory services. For further questions about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205. 3121066 DOFU 08/2020

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