Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kamran? Claim Your ProfileKamran Christopher Aghili is a registered representative with Osaic Wealth, Inc. based in Ontario, CA. Kamran has been in the financial industry since July 17, 1996, and holds a variety of licenses and certifications, including Series 6, 7, 24, and 63. His areas of specialization include portfolio management for individuals and businesses, financial planning, and pension consulting. Kamran's experience and knowledge make him a valuable resource for individuals and families looking for comprehensive financial advice.
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.
A percentage of the total value of assets under management is charged.
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CA
09/01/2023 - Present
Osaic Wealth, Inc. (ONTARIO CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ONTARIO CA)
AZ
07/18/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 06/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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