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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Omid? Claim Your ProfileOmid Eftekhari is a financial advisor at Towneley Capital Management, Inc. Omid has been in the financial services industry for over 13 years. Omid has a strong background in investments, financial planning, and portfolio management. Omid holds the Series 63, 65, 7, and 87 securities licenses. Omid also holds the Chartered Financial Analyst designation. Omid's previous experience includes working at Blackrock Investments, LLC and Roth Capital Partners, LLC. Omid is a highly experienced and qualified financial advisor who is dedicated to helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business consulting
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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CA
12/02/2022 - Present
Towneley Capital Management, Inc. (LAGUNA HILLS CA)
CA
01/23/2013 - 08/18/2022
BLACKROCK INVESTMENTS, LLC (NEWPORT BEACH CA)
CA
09/09/2009 - 01/18/2013
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
BC
Issued 10/01/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/08/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/08/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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