Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arman? Claim Your ProfileArman Vafi is a financial advisor with PlanMember Securities Corp. Arman is registered with the state of California and is currently active. Arman has been in the industry for over 20 years, having started his career at T. Rowe Price Investment Services, Inc. in 1998. Arman has a diverse background, holding licenses for both securities and investment advisory services. Arman is committed to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.
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.
Provides investment supervisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/14/2020 - Present
Planmember Securities Corp. (CARPINTERIA CA)
MD
03/11/1998 - 01/26/1999
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 08/14/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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