Unclaimed
Ramin Nezafatiazar is a financial advisor with Colorado Financial Service Corp., located in Centennial, CO. Ramin has been in the financial industry since October 1993. Ramin's professional experience includes previous roles at Chadbourn Securities, Inc., Advanced Equities, Inc., First Union Securities, Inc., H.J. Meyers & Co., Inc., Emanuel and Company, Baring & Brown, Inc., and Royce Park Investments, Inc. Ramin is Series 7, 63, and 82 licensed and holds the SIE certification. Ramin specializes in providing financial planning and portfolio management services for individuals and assisting clients in selecting other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
04/20/2009 - Present
Colorado Financial Service Corp. (CENTENNIAL CO)
IL
09/15/2006 - 02/26/2009
CHADBOURN SECURITIES, INC. (CHICAGO IL)
IL
03/14/2003 - 04/17/2003
ADVANCED EQUITIES, INC. (CHICAGO IL)
MO
10/13/1998 - 03/19/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
06/28/1993 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
01/22/1992 - 07/28/1993
EMANUEL AND COMPANY (NEW YORK NY)
NA
10/23/1990 - 01/27/1992
BARING & BROWN, INC.
NA
03/24/1988 - 10/26/1990
ROYCE PARK INVESTMENTS, INC.
BC
Issued 08/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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