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Mahsa P
Series 63, Series 66
Tarzana, CA
Equitable Advisors
Mahsa Pour Lotfi is a financial advisor at Equitable Advisors with five years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Stifel Independent Advisors, Wells Fargo Clearing Services, and Wells Fargo Bank. Outside of her advisory role, Mahsa is active as a realtor with Bevery & Company and manages an online retail website, Chemimed.com, in addition to authoring financial and educational content. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through various program sponsors and emphasizes both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.
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