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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Homayoun? Claim Your ProfileHomayoun Nekoorad is a financial advisor with On Investment Management Co. based in GREENWOOD VILLAGE, CO. Homayoun has been in the financial industry since 1992. Homayoun is a Certified Financial Planner and is registered with the state of California, Colorado, Florida, Georgia, Hawaii, Michigan, New Mexico and Texas. Homayoun provides financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
CO
12/07/2022 - Present
ON Investment Management Co. (GREENWOOD VILLAGE CO)
CO
11/03/1993 - 12/22/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CENTENNIAL CO)
CA
11/20/1991 - 02/11/1992
ATLANTA-ONE, INC. (IRVINE CA)
NA
08/12/1987 - 05/13/1988
WADDELL & REED, INC.
IA
Issued 07/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/1991
Series 15 - Foreign Currency Options Examination
Active
Inactive
F
FINRA
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