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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Koorosh? Claim Your ProfileKoorosh Zartoshty is a financial advisor with over 25 years of experience in the financial services industry. Koorosh currently works with Centaurus Financial, Inc., offering financial planning and investment advice to a wide range of clients, including individuals and businesses. Koorosh is registered to provide investment advice in Arizona, California, Colorado, District of Columbia, Florida, Missouri, Nevada, New York, North Carolina, Ohio, Virginia, and Washington. Koorosh holds the Series 7, Series 63 and Series 66 licenses as well as the SIE certification.
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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CA
01/22/2020 - Present
Centaurus Financial, Inc. (Woodland Hills CA)
CA
09/20/2019 - 01/17/2020
CETERA ADVISOR NETWORKS LLC (WOODLAND HILLS CA)
CA
03/17/2011 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (WOODLAND HILLS CA)
CA
01/01/2004 - 03/22/2011
ING FINANCIAL PARTNERS, INC. (LOS ANGELES CA)
IA
11/25/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
03/04/1997 - 11/21/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/04/1997 - 11/21/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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