Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalen? Claim Your ProfileKalen Siavash Tavassoli is a financial advisor who has been active in the financial industry since 2020. Kalen is currently registered with Wells Fargo Advisors Financial Network, LLC and is licensed in 23 states, including Texas, Georgia, California, Florida, and New York. Prior to joining Wells Fargo Advisors Financial Network, LLC, Kalen worked at WELLS FARGO CLEARING SERVICES, LLC. Kalen is a Series 7, 63, and SIE licensed financial advisor, providing investment advisory 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.
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.
Investment consulting services to institutional clients
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.
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2
GA
06/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ATLANTA GA)
GA
04/01/2021 - 06/20/2023
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
09/30/2020 - 03/19/2021
EQUITABLE ADVISORS, LLC (ATLANTA GA)
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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