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Parvin Nmn Manuchehri

Clarity Wealth Advisors

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About Parvin Nmn Manuchehri

Parvin Manuchehri is a financial advisor with Clarity Wealth Advisors. Parvin has been in the financial services industry since 1997. Parvin Manuchehri is registered with the state of California and is licensed to provide investment advisory services in California, Louisiana, and Texas. Parvin Manuchehri is also a Certified Financial Planner. Clarity Wealth Advisors provides financial planning services to individuals, businesses, and charitable organizations. The firm also provides portfolio management services.

Firm Information

Parvin Manuchehri is currently registered with Clarity Wealth Advisors. Clarity Wealth Advisors is a registered investment advisor with the SEC headquartered in San Jose, California. They manage approximately $478,899,915 in assets for 1,192 clients, primarily high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
Clarity Wealth Advisors

2160 THE ALAMEDA

SAN JOSE, CA 95126

$478.90M

Assets Under Management

31

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Parvin Manuchehri’s Registration & Firm History

CA

08/17/2013 - Present

Clarity Wealth Advisors (SAN JOSE CA)

NY

07/12/2000 - 07/08/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NJ

06/20/1997 - 06/27/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 05/04/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/19/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1998

Series 7 - General Securities Representative Examination

BC

Issued 06/19/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Parvin Nmn Manuchehri.
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