Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laleh? Claim Your ProfileLaleh Hakimi is a financial advisor with over 20 years of experience in the industry. Laleh is registered with Mutual of Omaha Investor Services, Inc. and is licensed to provide financial advice in California. Laleh has experience in various financial areas including financial planning and portfolio management. Laleh specializes in serving high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Promoter fees and third party money manager fees
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2
CA
09/29/2017 - Present
Mutual OF Omaha Investor Services, Inc. (LOS ANGELES CA)
MN
09/07/1995 - 10/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 08/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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