Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alireza? Claim Your ProfileAlireza Asayesh is an Investment Adviser Representative at SEA Breeze Analytics in San Carlos, California. Alireza has been in the industry since June 2012. He is a registered Investment Advisor in California. Alireza holds a Series 65 license and has been registered with the Securities and Exchange Commission since June 29, 2020. He is also an Electronic Circuit Consultant and works 5-10 hours per week in that role. Alireza specializes in portfolio management for individuals and businesses. His firm manages approximately $138,000 in assets for 1 client. SEA Breeze Analytics is a fee-only investment advisory firm. They offer a range of services including portfolio management for businesses and individuals. Alireza is a valuable resource for clients seeking investment advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2020 - Present
SEA Breeze Analytics (San Carlos CA)
IA
Issued 12/04/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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