Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kambiz? Claim Your ProfileKambiz Saadat is an Investment Advisor Representative, Registered Representative, and Principal with Osaic Institutions, Inc. Kambiz has been in the securities industry since December 1989. Kambiz is registered with the following securities authorities: FINRA, the Securities and Exchange Commission (SEC) as well as the State of Texas. Kambiz is also registered with the State of New Jersey as an Investment Advisor Representative. Kambiz has over 30 years of experience in the financial services industry. Kambiz provides a range of financial services to individual clients, as well as corporate and institutional clients. Kambiz's services include financial planning, investment management, and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NJ
09/19/2022 - Present
Osaic Institutions, Inc. (Montville NJ)
NJ
08/17/2022 - 09/20/2022
CITIZENS SECURITIES, INC. (FORT LEE NJ)
NJ
12/06/2017 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (CLARK NJ)
NJ
09/06/2012 - 12/06/2017
INVEST FINANCIAL CORPORATION (FORT LEE NJ)
NJ
01/14/2009 - 09/07/2012
PNC INVESTMENTS (NEWARK NJ)
NJ
06/04/2008 - 01/05/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (HACKETTSTOWN NJ)
NJ
09/05/2006 - 06/05/2008
PRIMEVEST FINANCIAL SERVICES, INC. (HACKETTSTOWN NJ)
NJ
10/08/1999 - 09/05/2006
BNY INVESTMENT CENTER INC. (WALLINGTON NJ)
CA
06/29/1995 - 11/03/1999
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
01/05/1994 - 06/28/1995
CADARET, GRANT & CO., INC. (SYRACUSE NY)
CO
11/13/1990 - 12/31/1993
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NJ
05/03/1989 - 04/18/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/03/1989 - 04/18/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/01/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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