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Maryam Rasouli Habibi

Perennial Financial Services

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About Maryam Rasouli Habibi

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.

Firm Information

Maryam Habibi is currently registered with Perennial Financial Services. Perennial Financial Services is a Los Angeles, CA-based registered investment advisor with 32 investment advisor representatives and a total of $1,483,758,945 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. Perennial Financial Services also offers a wrap fee program and assists clients with the selection of other advisors.
Perennial Financial Services

11620 WILSHIRE BOULEVARD

LOS ANGELES, CA 90025

$1.48B

Assets Under Management

Not reported

Total Clients

33

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maryam Habibi’s Registration & Firm History

CA

08/12/2020 - Present

Perennial Financial Services (Encino CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maryam Rasouli Habibi.
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