Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Parsa Vahid is a financial advisor registered with Centaurus Financial, Inc. Patrick has been in the financial industry since 2012 and is currently licensed in California and Colorado. Patrick is a Series 66, Series 7 and Series 3 license holder. Patrick offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. Patrick has over 10 years of experience with AXA Advisors, LLC and WADDELL & REED, INC., prior to joining Centaurus Financial, Inc. Patrick also offers property and casualty insurance sales through Strandlife Insurance Agency.
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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2
CA
06/10/2021 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
12/07/2012 - 05/23/2018
AXA ADVISORS, LLC (LOS ANGELES CA)
CA
09/21/2012 - 11/14/2012
WADDELL & REED, INC. (COSTA MESA CA)
BOTH
Issued 12/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2009
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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