Unclaimed
Maryam Rasouli Habibi is an Investment Advisor Representative at Perennial Financial Services, based in Encino, CA. Maryam has been in the industry since January 2010 and has been registered with Perennial Financial Services since August 12, 2020. Maryam is registered with the state of California. Maryam provides financial planning services to individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations.
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.
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
08/12/2020 - Present
Perennial Financial Services (Encino CA)
Active
Inactive
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