Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arash? Claim Your ProfileArash Katirai is a financial advisor with The Colony Group, LLC. Arash has been in the industry since 2014 and holds a Series 7, Series 66, and SIE license. He is a Certified Financial Planner and has experience with several firms including Woodbury Financial Services, Inc. and Capital One Investing, LLC. Arash's specializations include retirement planning, education planning, investment management, insurance and estate planning. He is located in Fairfax, Virginia and can be contacted through The Colony Group, LLC office in Fairfax.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
1
2
VA
07/01/2024 - Present
THE Colony Group, LLC (MIDDLEBURG VA)
MD
07/11/2018 - 06/13/2019
WOODBURY FINANCIAL SERVICES, INC. (Bethesda MD)
VA
03/08/2016 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
01/29/2016 - 02/09/2016
PRUCO SECURITIES, LLC. (VIENNA VA)
FL
04/15/2015 - 07/23/2015
SANFORD C. BERNSTEIN & CO., LLC (MIAMI FL)
BOTH
Issued 02/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Arash Katirai is the right advisor for you? Invested Better is here to help.
