Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Leila? Claim Your ProfileLeila Parvaneh is an Investment Advisor Representative with Kanani Advisory Group Inc. Leila has been in the financial industry since 2019. Leila has a Series 63, Series 65, and Series 6TO license, as well as the SIE exam. Leila provides financial planning, educational seminars and selects other advisors for her clients. Prior to working for Kanani Advisory Group Inc., Leila was an employee of JPMorgan Securities LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
01/29/2024 - Present
Kanani Advisory Group Inc. (IRVINE CA)
CA
10/30/2019 - 08/05/2021
J.P. MORGAN SECURITIES LLC (SAN CLEMENTE CA)
IA
Issued 12/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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