Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amir? Claim Your ProfileAmir Ali Monsefi is an investment advisor representative at Aire Advisors, LLC. Amir has been in the financial services industry for over 27 years. Amir has a strong background in the financial services industry, having worked with a variety of firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, UBS Financial Services Inc. and TD Ameritrade, Inc. Amir holds the Series 3, 7, 8, 31, 63 and 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
10/21/2021 - Present
Aire Advisors, LLC (BEVERLY HILLS CA)
CA
12/16/2011 - 11/24/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CENTURY CITY CA)
CA
12/15/2006 - 12/21/2011
UBS FINANCIAL SERVICES INC. (BEVERLY HILLS CA)
CA
11/07/1997 - 12/04/2006
TD AMERITRADE, INC. (BEVERLY HILLS CA)
CA
08/09/1995 - 11/07/1997
KENNEDY, CABOT & CO. (BEVERLY HILLS CA)
NY
01/17/1995 - 07/11/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
01/07/1994 - 11/30/1994
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
09/17/1993 - 12/22/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
IA
Issued 06/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2008
Series 3 - National Commodity Futures Examination
BC
Issued 01/27/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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