Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neda? Claim Your ProfileNeda Kanani is a licensed insurance agent and investment advisor with Kanani Advisory Group Inc. Neda is registered with the state of California as an Investment Advisor Representative. Neda specializes in providing financial planning and investment advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. Neda is also a licensed insurance agent and devotes approximately ten hours per week to this business during trading hours. Neda has been in the industry since 2013. Neda has a Series 65 license and received her Uniform Investment Adviser Law Examination on August 31, 2018. Kanani Advisory Group Inc. manages over 160 million dollars in assets.
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.
1
2
CA
10/13/2018 - Present
Kanani Advisory Group Inc. (IRVINE CA)
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Neda Kanani is the right advisor for you? Invested Better is here to help.
