Unclaimed
Darius Lashkari is an investment advisor representative, registered with the state of Texas. Darius has over 20 years of experience in the financial services industry. Darius is currently employed by IPG Investment Advisors, LLC, an investment advisor firm located in San Diego, California. The firm offers investment advisory services to a range of clients, including corporations, individuals, and pooled investment vehicles. Darius has a broad range of experience, having previously worked at firms such as Andbanc Brokerage, LLC, Antarctica Advisors, and Credicorp Capital Securities, Inc. Darius has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
May select advise on and/or offer private funds and limited partnerships and/or provide family office services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Family office, service , finder's fees $ 12b1 fees via afflt
1
2
CA
01/17/2023 - Present
IPG Investment Advisors, LLC (SAN DIEGO CA)
FL
06/04/2015 - 03/05/2021
ANDBANC BROKERAGE, LLC (MIAMI FL)
FL
08/02/2016 - 06/02/2017
ANTARCTICA ADVISORS (Miami FL)
FL
09/16/2015 - 12/07/2015
CREDICORP CAPITAL SECURITIES, INC. (CORAL GABLES FL)
FL
09/01/2015 - 09/18/2015
CGIS SECURITIES LLC (MIAMI FL)
FL
09/01/2011 - 09/01/2015
CGIS SECURITIES LLC (MIAMI FL)
FL
11/03/2009 - 06/23/2010
LATAM INVESTMENTS, LLC (MIAMI FL)
FL
02/05/2007 - 07/27/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
06/10/2005 - 02/09/2007
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
NY
12/18/2003 - 06/13/2005
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
03/09/2001 - 06/13/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NE
06/22/2000 - 01/30/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
02/18/2000 - 04/27/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/02/2013
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/18/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/09/2003
Series 4 - Registered Options Principal Examination
BC
Issued 06/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 05/26/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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