Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyrus? Claim Your ProfileCyrus Askari Baravati is a financial advisor based in Phoenix, Arizona. Cyrus works with clients to help them meet their financial goals. Cyrus has been in the financial services industry since 2013. Cyrus is registered with Charles Schwab & Co., Inc. and Schwab Wealth Advisory, Inc. Cyrus also holds the Series 7, Series 63, and Series 66 licenses and the SIE exam.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
AZ
09/08/2021 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
AZ
12/19/2012 - 05/31/2019
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 9/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 3/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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