Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kian? Claim Your ProfileKian Rafia is a financial advisor with Vestwell Advisors LLC. Kian has been in the industry for over 20 years. Kian holds a Series 63 and Series 65 license, and is registered in California, Illinois and New York. Kian previously worked at AssetMark Brokerage, LLC, and National Planning Corporation. Kian specializes in portfolio management for individuals and pension consulting.
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.
Personalized portfolio management to meet individual financial objectives.
3(38) erisa investment manager
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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2
IL
05/28/2024 - Present
Vestwell Advisors LLC (Savoy IL)
CA
01/19/2021 - 01/02/2024
ASSETMARK BROKERAGE, LLC (CONCORD CA)
CA
11/13/2001 - 01/24/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 01/03/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/12/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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