Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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