Unclaimed
Farid Farhoumand is a financial advisor with Next Financial Group, Inc. Farid is registered with the state of Indiana and Louisiana as an Investment Advisor Representative. Farid has been working in the financial industry since 1981. Farid has a strong track record of success in helping clients achieve their financial goals. Farid is dedicated to providing personalized service and working with clients to develop a financial plan that meets their individual needs.
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.
Seminar/workshop attendance fees
1
2
IN
06/22/2015 - Present
Next Financial Group, Inc. (FORT WAYNE IN)
IN
09/06/2008 - 09/12/2014
H. BECK, INC. (FORT WAYNE IN)
IN
08/07/2006 - 09/10/2008
GUNNALLEN FINANCIAL, INC (FT. WAYNE IN)
IN
10/29/1998 - 08/09/2006
SII INVESTMENTS, INC. (FORT WAYNE IN)
IN
11/22/1995 - 04/11/2002
AFH FINANCIAL CONSORTIUM, INC. (FORT WAYNE IN)
CT
08/01/1995 - 11/09/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
12/21/1988 - 08/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
NA
04/13/1981 - 12/01/1988
JOHN HANCOCK DISTRIBUTORS, INC.
NA
04/13/1981 - 12/01/1988
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
IA
Issued 07/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/25/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/10/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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