Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Imran? Claim Your ProfileImran Lakhany is a financial advisor who has been in the industry for more than five years. Imran is currently registered with Fidelity Personal And Workplace Advisors. Imran has worked with Edward Jones and UnionBanc Investment Services, LLC in the past. Imran has a strong track record of helping clients achieve their financial goals. Imran is committed to providing personalized financial advice and guidance to help clients make informed investment decisions.
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.
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
04/11/2022 - Present
Fidelity Personal AND Workplace Advisors (CHINO CA)
CA
11/01/2019 - 01/24/2022
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
05/07/2018 - 10/21/2019
EDWARD JONES (LA PALMA CA)
BOTH
Issued 08/07/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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