Unclaimed
Kabir Parasher is a financial advisor with Cambridge Investment Research Advisors, Inc. Kabir has been in the financial services industry since 2007. Kabir holds a Series 7, Series 24, Series 51 and Series 66 license and is registered in Iowa. Kabir has previously worked with Prudential Investment Management Services LLC, Wells Fargo Advisors Financial Network, LLC and Charles Schwab & Co., Inc. Kabir offers financial planning, portfolio management, educational seminars and market timing 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
08/28/2023 - Present
Cambridge Investment Research Advisors, Inc. (Fairfield IA)
IA
11/27/2018 - 10/28/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
IA
09/05/2017 - 12/04/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (KEOKUK IA)
AZ
09/07/2007 - 08/30/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
11/18/2005 - 07/18/2007
A. G. EDWARDS & SONS, INC. (MESA AZ)
BOTH
Issued 08/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2024
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/16/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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