Unclaimed
Radfar Eliassi is a financial professional with experience in the securities industry. Radfar Eliassi is a registered representative of State Farm Investment Management Corp. and has been in the industry since 2012. Radfar Eliassi has held previous positions at J.P. Morgan Securities LLC and CHASE INVESTMENT SERVICES CORP. Radfar Eliassi is licensed in California and Nevada. Radfar Eliassi has passed the Series 6, Series 63, and SIE exams. Radfar Eliassi also holds the Chartered Financial Consultant designation. Radfar Eliassi's primary focus is providing investment advice to individuals and investment companies.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
08/07/2023 - Present
State Farm Investment Management Corp. (SANTA MONICA CA)
CA
10/01/2012 - 01/15/2014
J.P. MORGAN SECURITIES LLC (SANTA MONICA CA)
CA
05/31/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SANTA MONICA CA)
BC
Issued 06/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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