Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kambiz? Claim Your ProfileKambiz Nassiri is a financial advisor with over 30 years of experience in the financial industry. Kambiz is currently registered with Voya Financial Advisors, Inc., a firm with over 500 registered representatives and over $3 billion in assets under management. Kambiz specializes in financial planning, portfolio management for individuals and businesses, and educational seminars. Kambiz is also a licensed independent insurance agent. Prior to joining Voya, Kambiz was registered with ING Financial Advisors, LLC, Aetna Financial Services, Inc., Copeland Equities, Inc., and Security First Financial, Inc. Kambiz holds the Series 6, 7, 22, 24, 26, 63, and 65 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2011 - Present
Voya Financial Advisors, Inc. (ENCINO CA)
CT
03/30/1999 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
03/31/1999 - 09/25/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
NJ
09/06/1996 - 03/05/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
CA
09/20/1984 - 09/03/1996
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
IA
Issued 08/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/26/1999
Series 24 - General Securities Principal Examination
BC
Issued 03/27/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/24/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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