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Dari Dariush Rachedi

NWF Advisory Services Inc.

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About Dari Dariush Rachedi

Dari Rachedi is a financial advisor with NWF Advisory Services Inc. Dari has been in the financial industry since 1989. Dari is registered with FINRA and the state of California as both a broker and an investment advisor. Prior to joining NWF Advisory Services Inc., Dari worked at VOYA FINANCIAL ADVISORS, INC., AIG FINANCIAL ADVISORS, INC., SUNAMERICA SECURITIES, INC., MUTUAL SERVICE CORPORATION, RAYMOND-MARTIN FINANCIAL INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, and BARABAN SECURITIES, INC. Dari offers a variety of financial services, including financial planning, pension consulting, and portfolio management. Dari works with both individuals and businesses.

Firm Information

Dari Rachedi is currently registered with NWF Advisory Services Inc.. NWF Advisory Services Inc. is an investment advisory firm based in Los Angeles, California. They manage over $3.7 billion in assets for individuals, and offer a range of services, including financial planning, pension consulting, and portfolio management. NWF Advisory Services Inc. is registered with the SEC and has a team of 2 investment advisor representatives and 1 licensed agent. They participate in wrap fee programs.
NWF Advisory Services Inc.

11835 W OLYMPIC BLVD

LOS ANGELES, CA 90064

$3.71B

Assets Under Management

6,555

Total Clients

44

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dari Rachedi’s Registration & Firm History

CA

10/05/2017 - Present

NWF Advisory Services Inc. (Laguna Niguel CA)

CA

12/14/2005 - 09/29/2017

VOYA FINANCIAL ADVISORS, INC. (ORANGE CA)

AZ

10/31/2005 - 11/25/2005

AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)

AZ

10/17/2000 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MA

01/27/1994 - 10/25/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

NA

08/23/1993 - 01/01/1994

RAYMOND-MARTIN FINANCIAL INC.

MA

07/23/1990 - 05/11/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/23/1990 - 05/11/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

CA

04/18/1989 - 06/05/1990

BARABAN SECURITIES, INC. (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 03/24/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dari Dariush Rachedi.
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