Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Khashayar? Claim Your ProfileKhashayar Ahouraei is an investment advisor representative for Osaic Wealth, Inc. located in Scottsdale, Arizona. Khashayar has been in the industry since February 1997 and has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and Barron Chase Securities, Inc. Khashayar has a proven track record of providing financial advice and guidance to a wide range of clients, including individuals, high-net-worth individuals, corporations, 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.
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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AZ
01/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
11/13/2012 - 06/07/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
02/24/1997 - 04/25/2012
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
FL
10/04/1996 - 10/28/1996
BARRON CHASE SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 05/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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