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Kiarash L Haseli

Capital Client Group, Inc.

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About Kiarash L Haseli

Kiarash Haseli is a financial professional with over 6 years of experience in the financial services industry. Kiarash is currently registered as a Registered Representative with Capital Client Group, Inc. Kiarash has also previously worked with Vanguard Marketing Corporation. Kiarash holds FINRA Series 6, 7, 63, and SIE licenses and is a Chartered Financial Analyst. Kiarash has experience with the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, Portfolio Management for Pooled Investment Vehicles, Financial Planning, and Securities Ratings.

Firm Information

Kiarash Haseli is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

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.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

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.

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other

As agreed upon in a manner that covers registrant's costs

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Kiarash Haseli’s Registration & Firm History

CA

09/02/2022 - Present

Capital Client Group, Inc. (Los Angeles CA)

AZ

02/23/2021 - 08/04/2022

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

AZ

08/09/2016 - 12/20/2017

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 03/04/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2017

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kiarash L Haseli.
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