Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arrash? Claim Your ProfileArrash Zare is a financial advisor at Chatterton & Associates, a firm headquartered in Anaheim, California. Arrash has been in the financial services industry since May 5, 2016, and holds several licenses and certifications, including Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Arrash also holds the Certified Financial Planner and Chartered Financial Consultant designations. Arrash specializes in providing financial planning, portfolio management, and educational seminars to individuals and high net worth individuals.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/03/2025 - Present
Chatterton & Associates (ANAHEIM CA)
CA
07/21/2021 - 06/06/2022
LPL FINANCIAL LLC (IRVINE CA)
CA
06/01/2018 - 07/21/2021
WADDELL & REED (IRVINE CA)
CA
05/06/2016 - 06/04/2018
FORESTERS FINANCIAL SERVICES, INC. (MONROVIA CA)
IA
Issued 01/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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