Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danial? Claim Your ProfileDanial Fereydani is an investment advisor representative with AE Wealth Management, LLC. Danial has been in the industry since January 2009. Danial's primary office is located in Beverly Hills, CA. Danial provides financial planning, pension consulting and educational seminars. Danial has 1 state exam and is registered as an investment advisor representative in California. Danial is also the CEO of Pendo Insurance Services, which provides insurance sales and 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.
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CA
12/01/2016 - Present
AE Wealth Management, LLC (Beverly Hills CA)
IA
Issued 06/01/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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