Unclaimed
Kavon Moshfeghi is a financial advisor with Joseph Gunnar & Co. LLC. Kavon has been in the industry since October 11, 2013, and has been registered with the firm since October 29, 2013. Kavon is registered to provide financial advice in 39 states. Kavon specializes in providing financial advice to individuals and helping select other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Share in fees paid to tpmms
1
2
NY
10/29/2013 - Present
Joseph Gunnar & Co. LLC (UNIONDALE NY)
NY
10/11/2013 - 11/11/2013
K.C. WARD FINANCIAL (RONKONKOMA NY)
BC
Issued 12/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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