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Riana Rose Afshar is an investment professional registered with FINRA. She is currently employed by Goldman Sachs & Co. LLC, a firm with over $50 billion in assets under management. Riana has a strong track record in the investment industry, having passed the Series 79TO and SIE exams. Riana's experience and expertise make her a valuable resource for clients seeking financial advice.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Execution charges, custody, management fee
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2
NY
08/06/2024 - Present
Goldman Sachs & Co. LLC (NEW YORK NY)
BC
Issued 08/06/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/09/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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