Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mazyar? Claim Your ProfileMazyar Naftchi is an investment advisor representative with Vestwell Advisors LLC. Mazyar is registered with the state of New York. Mazyar has been in the securities industry since March 2015. Mazyar is also registered with the state of New York as an Investment Advisor. Mazyar holds a Series 65 license and has passed the Uniform Investment Adviser Law Examination. The firm offers a variety of investment advisory services, including portfolio management for individuals and 3(38) ERISA investment manager.
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.
Personalized portfolio management to meet individual financial objectives.
3(38) erisa investment manager
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.
1
2
NY
01/27/2025 - Present
Vestwell Advisors LLC (NEW YORK NY)
IA
Issued 06/01/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Mazyar Naftchi is the right advisor for you? Invested Better is here to help.
