Unclaimed
Rizwan Bukhari is an investment advisor representative with PFG Advisors. Rizwan has been in the financial services industry for over 11 years. Rizwan is registered with the state of Idaho as an Investment Advisor Representative. Rizwan has passed the Series 6, Series 7, and Series 63 exams. Rizwan provides financial planning, pension consulting, and portfolio management for individuals. Rizwan is also registered as an agent with Idaho Central Wealth Management and Pacific Southwest Financial. Rizwan is also a financial advisor with Idaho Central Credit Union.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
03/19/2024 - Present
PFG Advisors (Meridian ID)
ID
03/14/2024 - 06/14/2024
SECURITIES AMERICA, INC. (MERIDIAN ID)
ID
01/28/2022 - 03/20/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Meridian ID)
ID
11/06/2012 - 02/10/2022
WELLS FARGO CLEARING SERVICES, LLC (BOISE ID)
IA
Issued 08/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rizwan Bukhari is the right advisor for you? Invested Better is here to help.