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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fera? Claim Your ProfileFera Shivaee is a registered investment advisor representative with Centaurus Financial, Inc. Fera Shivaee has been in the securities industry since 1993. Fera Shivaee holds licenses to provide financial advice in multiple states. Fera Shivaee can help clients with financial planning, investment advisory, and retirement planning services.
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.
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2
CA
06/07/2022 - Present
Centaurus Financial, Inc. (LAGUNA NIGUEL CA)
AZ
10/15/1996 - 11/13/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
11/22/1995 - 12/09/1996
FINANCE 500, INC. (IRVINE CA)
CA
10/29/1993 - 11/18/1996
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
FL
03/02/1993 - 11/11/1993
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/30/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 12/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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