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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ali? Claim Your ProfileAli Farhoumand is a financial advisor who has been in the industry since 1997. Ali is currently registered with Next Financial Group, Inc. and is a registered representative in 36 states as well as a Registered Investment Advisor in four states. Ali is also a board member of the Waterside Woods Homeowner's Association. Ali has held previous positions at H. BECK, INC., GunnAllen Financial, Inc, and SII Investments, Inc. Ali is registered to provide financial and investment advice to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
IN
09/09/2014 - Present
Next Financial Group, Inc. (FORT WAYNE IN)
IN
08/29/2008 - 09/12/2014
H. BECK, INC. (FORT WAYNE IN)
IN
08/04/2006 - 09/10/2008
GUNNALLEN FINANCIAL, INC (FT. WAYNE IN)
IN
06/30/1998 - 08/09/2006
SII INVESTMENTS, INC. (FORT WAYNE IN)
CT
10/31/1997 - 06/29/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 11/20/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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