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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hooman? Claim Your ProfileHooman Altafi is an investment advisor representative with Alta Financial Group in Campbell, CA. Hooman has been in the industry since 1992 and has experience with Charles Schwab & Co., Inc., VALIC Financial Advisors, Inc. and Wells Fargo Securities Inc. among other companies. Hooman is licensed in California and holds the Series 6, 7, 22, 63 and 65 licenses. Alta Financial Group focuses on investment advisory services including portfolio management for individuals, businesses and pooled investment vehicles. They also offer financial planning services, pension consulting and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
01/06/2016 - Present
Alta Financial Group (CAMPBELL CA)
CA
06/10/2013 - 01/13/2016
VALIC FINANCIAL ADVISORS, INC. (EMERYVILLE CA)
CO
04/03/2006 - 12/12/2007
WELTON STREET INVESTMENTS LLC (DENVER CO)
TX
07/31/1999 - 09/24/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
10/17/1996 - 08/24/1997
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
08/25/1994 - 09/26/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MA
09/08/1993 - 04/06/1994
JMC FINANCIAL CORPORATION (BOSTON MA)
MN
01/07/1992 - 07/02/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/07/1992 - 07/02/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/15/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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