Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anush? Claim Your ProfileAnush Haddadian is a registered investment advisor representative with Independent Financial Partners. Anush has been in the financial services industry since 2003 and holds a Series 63 and 65 license. Anush has experience with both individuals and businesses, and is skilled in financial planning, pension consulting, and portfolio management. Anush's experience with various firms over the years provides her with a well-rounded knowledge of the financial industry and can be a resource for clients looking to grow and protect their wealth.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
CA
03/21/2022 - Present
Independent Financial Partners (Glendale CA)
CA
05/04/2017 - 12/08/2020
SECURITIES AMERICA, INC. (VAN NUYS CA)
CA
09/22/2015 - 05/02/2017
LPL FINANCIAL LLC (THOUSAND OAKS CA)
CA
10/29/2014 - 09/17/2015
HD VEST INVESTMENT SERVICES (BURBANK CA)
CA
02/13/2013 - 10/13/2014
ALLSTATE FINANCIAL SERVICES, LLC (ENCINO CA)
CA
07/07/2009 - 02/21/2012
CUSO FINANCIAL SERVICES, L.P. (GLENDALE CA)
CA
08/22/2007 - 05/14/2008
AIG FINANCIAL ADVISORS, INC. (VALEY VILLAGE CA)
CA
05/19/2004 - 08/06/2007
WM FINANCIAL SERVICES, INC. (BURBANK CA)
NY
08/11/2003 - 05/17/2004
IFMG SECURITIES, INC. (PURCHASE NY)
CA
05/02/2003 - 08/06/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
03/04/2002 - 03/18/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 12/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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