Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Narges? Claim Your ProfileNarges Zamani is a financial advisor at Pactolus Private Wealth Management, LLC and has been with the firm since August 2014. Narges is also an advisor at Pactolus Capital Partners since June 2015. Narges holds the Series 63, SIE, Series 79 and Series 82 licenses and is registered in California, District of Columbia, Illinois, Maryland, New York, Texas, and Virginia. Narges holds a Chartered Financial Analyst designation. Narges is also on the Advisory Board for Acansa Investment Management, a firm that provides investment advisory services to endowments and foundations. Narges has been on the board since December 2021. Narges is also a member of the Advisory Board for Enquire Knowledge Expert Platform and is Chair of the board. Narges has been on this board since January 2021.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
11/11/2014 - Present
Pactolus (VIENNA VA)
BC
Issued 03/28/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 07/29/2015
Series 82 - Limited Representative-Private Securities Offerings
Active
Inactive
F
FINRA
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