Unclaimed
Keon Kristofor Khamsehpour is an investment advisor representative at LNW and has been in the industry since July 2001. Keon is registered with the state of California and has passed the Uniform Investment Adviser Law Examination (Series 65). Keon specializes in providing financial planning, educational seminars, and portfolio management for individuals, pooled investment vehicles, and charitable organizations.
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.
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
12/18/2023 - Present
LNW (SAN FRANCISCO CA)
IA
Issued 12/18/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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