Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Parviz? Claim Your ProfileParviz Pourfarid is a Registered Representative at Western International Securities, Inc. with over 30 years of experience in the financial services industry. Parviz holds Series 6, 7, 63, and 65 licenses and the SIE exam. Parviz has previously worked at several other financial institutions, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Banc of America Investment Services, Inc., Essex National Securities, Inc., CitiCorp Investment Services, Cal Fed Investments, and Invest Financial Corporation. Parviz is currently registered in California, Louisiana, Arizona, Pennsylvania, and Wisconsin. Parviz specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, businesses, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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CA
02/19/2024 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
10/23/2009 - 11/18/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTLAKE VILLAGE CA)
CA
05/18/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CANOGA PARK CA)
CA
03/31/2005 - 05/21/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
CA
07/23/2004 - 03/04/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
02/05/2003 - 05/12/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
01/31/1997 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
WI
07/23/1991 - 01/31/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 07/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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