Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ravi? Claim Your ProfileRavi Benjamin Kahan is a financial advisor with over 20 years of experience in the financial services industry. Ravi is currently registered with Arbor Point Advisors and Creative Financial Partners. Ravi has a wide range of experience in financial planning, portfolio management, and insurance services. Ravi is committed to helping clients achieve their financial goals.
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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GA
06/28/2023 - Present
Arbor Point Advisors (ATLANTA GA)
GA
09/18/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Atlanta GA)
GA
12/16/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Atlanta GA)
GA
03/01/2019 - 12/26/2019
WOODBURY FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
12/19/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (ATLANTA GA)
GA
01/23/2009 - 12/19/2013
SECURITIES SERVICE NETWORK, INC. (ATLANTA GA)
GA
05/23/2007 - 01/22/2009
HANTZ FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
11/13/2006 - 05/21/2007
MML INVESTORS SERVICES, INC. (ATLANTA GA)
GA
09/20/2001 - 10/07/2006
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
MN
09/20/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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