Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hooman? Claim Your ProfileHooman Omidpanah is a financial advisor with over 15 years of experience in the industry. He is a Certified Financial Planner and holds Series 7 and 63 licenses. Hooman is currently registered with Stratos Wealth Partners, Ltd. and is an investment advisor representative. He is licensed to provide investment advice in several states including Georgia, Texas, California, Arizona, Florida, Minnesota, North Carolina, Ohio, Virginia, and District of Columbia. Hooman specializes in financial planning, portfolio management, and pension consulting. He has a strong track record of helping individuals, families, and businesses reach their financial goals.
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.
Percentage of assets under management with third party managers
1
2
GA
09/23/2024 - Present
Stratos Wealth Partners, Ltd. (Atlanta GA)
BC
Issued 01/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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