Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kian? Claim Your ProfileKian Homayoonfar is a financial advisor with Stifel, Nicolaus & Company, Inc. Kian has been in the industry since 2009. Kian has a background in finance and is a Chartered Financial Analyst. Kian holds Series 7, Series 66, and SIE licenses. Kian specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
11/05/2021 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
MO
08/19/2015 - 11/01/2021
EDWARD JONES (ST. LOUIS MO)
MO
06/23/2015 - 08/20/2015
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
MO
03/10/2011 - 11/03/2014
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
NY
06/01/2009 - 06/24/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
DE
12/10/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
BOTH
Issued 05/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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