Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fazel? Claim Your ProfileFazel Mostashari is a financial advisor who has been in the industry since 2014. Fazel is a Certified Financial Planner and a Personal Financial Specialist. Fazel works for TLG Advisors, Inc., and is also a licensed Certified Public Accountant with Mostashari & Co. Fazel provides a wide range of financial services including financial planning, portfolio management, pension consulting, and selection of other advisors. Fazel is also a registered investment advisor representative with TLG Advisors, Inc.
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.
Placement of institutional funds
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.
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2
CA
10/22/2021 - Present
TLG Advisors, Inc. (Woodland Hills CA)
CA
01/21/2020 - 12/23/2020
INDEPENDENT FINANCIAL GROUP, LLC (Woodland Hills CA)
CA
06/05/2015 - 08/13/2015
WADDELL & REED (SHERMAN OAKS CA)
CA
03/07/2008 - 04/14/2008
AIG FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
BC
Issued 10/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/27/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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