Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyrus? Claim Your ProfileCyrus Ahmad Kiani is a financial professional with over 27 years of experience in the securities industry. Cyrus is a registered representative and investment advisor representative. Currently, Cyrus works at Osaic Wealth, Inc. where Cyrus is a financial advisor. Prior to joining Osaic Wealth, Inc. Cyrus worked at Securities America, Inc. Cyrus holds several licenses including Series 7, 6, 63, and 65. Cyrus is also a licensed principal. Cyrus offers a variety of financial services including financial planning, portfolio management, and investment advisory services.
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.
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.
1
2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
11/11/2003 - 06/14/2024
SECURITIES AMERICA, INC. (LINCOLN NE)
MA
12/21/1995 - 11/12/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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