Unclaimed
Fakhr S Alavi is a financial advisor with Prime Capital Financial in OVERLAND PARK, KS. Fakhr has been in the financial industry for over 20 years. Fakhr has experience with Ameritas Investment Company, LLC, Ameritas Investment Corp., and The Advisors Group, Inc. Fakhr provides financial planning and investment advisory services to individuals, businesses, retirement plans, and pooled investment vehicles. Fakhr is registered with FINRA and the state of California as an investment advisor.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
04/25/2022 - Present
Prime Capital Financial (OVERLAND PARK KS)
CA
02/17/2005 - 01/21/2022
AMERITAS INVESTMENT COMPANY, LLC (ENCINO CA)
NE
10/31/2003 - 01/28/2005
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MD
03/02/2001 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
BOTH
Issued 03/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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