Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maziar? Claim Your ProfileMaziar Monshi is a financial advisor with Independent Financial Partners in Boca Raton, FL. Maziar has been in the financial services industry since 1996. Maziar is registered with FINRA and the state of Florida, and is also an Investment Advisor Representative in 11 other states.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
03/29/2019 - Present
Independent Financial Partners (Parkland FL)
FL
05/12/2016 - 05/23/2019
LPL FINANCIAL LLC (BOCA RATON FL)
FL
03/27/2015 - 05/12/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Boca Raton FL)
FL
11/03/2006 - 04/21/2015
LPL FINANCIAL LLC (BOCA RATON FL)
FL
11/15/2005 - 10/20/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOYNTON BEACH FL)
CA
03/08/2005 - 11/17/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
10/08/2001 - 02/08/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
06/15/1999 - 10/08/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/14/1997 - 05/10/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
10/31/1996 - 08/12/1997
JW CHARLES SECURITIES,INC. (BOCA RATON FL)
NY
06/06/1996 - 09/17/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/08/1996 - 05/08/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IA
Issued 09/05/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Maziar Monshi is the right advisor for you? Invested Better is here to help.
