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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arash? Claim Your ProfileArash Kadivar is an investment advisor representative with Highpoint Planning Partners. He has over 10 years of experience in the financial services industry. Arash Kadivar specializes in providing financial planning, portfolio management, and selection of other advisors to individuals, high-net-worth individuals, and businesses. He holds the Series 7, Series 63, Series 65, and SIE licenses and is a Certified Financial Planner. Arash Kadivar has worked for other firms including TD Ameritrade, Inc., Charles Schwab & Co., Inc., E*TRADE Securities LLC, and Jackson National Life Distributors LLC. He is also a registered investment advisor representative in Illinois. Arash Kadivar is committed to providing his clients with personalized financial 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.
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.
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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2
IL
12/08/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
CO
04/20/2018 - 06/29/2018
TD AMERITRADE, INC. (DENVER CO)
CO
03/03/2017 - 10/04/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
01/25/2017 - 02/06/2017
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
08/13/2012 - 10/04/2013
E*TRADE SECURITIES LLC (DENVER CO)
CO
01/13/2009 - 05/18/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
FL
05/02/2012 - 05/14/2012
FS2 CAPITAL PARTNERS, LLC (ORLANDO FL)
MA
04/01/2008 - 01/14/2009
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
BC
Issued 12/02/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/23/2012
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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