Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ramin? Claim Your ProfileRamin Ghaffari is an investment advisor representative who has been in the industry since October 1990. Ramin has a Series 6, Series 63 and SIE license and is registered to provide investment advice in California, Oklahoma, Texas, and West Virginia. He is currently affiliated with United Planners' Financial Services Of America A Limited Partner. Prior to that, Ramin was registered with Signator Investors, Inc. and Transamerica Financial Advisors, Inc..
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
11/02/2016 - Present
United Planners' Financial Services OF America A Limited Partner (PLANO TX)
TX
05/13/2016 - 11/08/2016
SIGNATOR INVESTORS, INC. (PLANO TX)
TX
08/18/1995 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
MA
10/10/1990 - 08/21/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/10/1990 - 08/21/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 12/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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