Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alireza? Claim Your ProfileAlireza Hosseinlar is an Investment Advisor Representative with Team Hewins, LLC, and is registered to provide investment advice in California. Alireza has been working in the financial services industry for over two years, and has experience working with individuals, high net worth individuals, charitable organizations, corporations, state and municipal government entities, and pension and profit-sharing plans. Alireza holds a Series 65 license and has been active in the investment advisory profession since September 2022.
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.
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.
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CA
09/12/2022 - Present
Team Hewins, LLC (REDWOOD CITY CA)
IA
Issued 09/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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