Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Bavarian is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Ali has been in the industry since February 7, 2006 and has passed exams such as the Uniform Combined State Law Examination, the General Securities Representative Examination, and the Securities Industry Essentials Examination. Ali is registered in 16 states. Ali has previous experience with Edward Jones and American Express Financial Advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CA
10/26/2011 - Present
Raymond James Financial Services Advisors, Inc. (SAN JUAN CAPISTRANO CA)
CA
01/19/2006 - 03/29/2011
EDWARD JONES (TRABUCO CANYON CA)
MN
07/29/2005 - 08/03/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/29/2005 - 08/03/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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