Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Navid? Claim Your ProfileNavid Kanani is a registered investment advisor with Kanani Advisory Group Inc. Navid Kanani has been working in the financial industry since 2000, and has experience with a wide range of financial institutions. Navid Kanani holds Series 6, 7, 63, and 65 licenses and is also a licensed insurance agent. Navid Kanani specializes in providing financial planning, educational seminars, and selection of other advisors to clients. Navid Kanani also provides portfolio management for businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
CA
12/15/2020 - Present
Kanani Advisory Group Inc. (IRVINE CA)
CA
03/05/2018 - 09/03/2021
MADISON AVENUE SECURITIES, LLC (Irvine CA)
CA
04/27/2012 - 03/06/2018
G.F. INVESTMENT SERVICES, LLC (IRVINE CA)
CA
07/10/2007 - 04/25/2012
EDI FINANCIAL, INC. (IRVINE CA)
CO
02/26/2002 - 07/10/2007
THE LEADERS GROUP, INC. (LITTLETON CO)
NE
03/26/2001 - 03/01/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
CT
02/28/2000 - 03/29/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
DE
05/11/1998 - 03/03/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
02/25/1986 - 05/08/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
11/18/1985 - 01/28/1986
FIRST INVESTORS CORPORATION
IA
Issued 08/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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