Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rostam? Claim Your ProfileRostam Atefi is an investment advisor representative with Brookwood Investment Group, based in Phoenix, AZ. Rostam Atefi holds the Series 66, Series 7 and SIE licenses, which allows the advisor to offer various financial services, including financial planning and portfolio management. Prior to joining Brookwood Investment Group, Rostam Atefi worked at Lincoln Financial Advisors Corporation.
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.
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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AZ
05/05/2023 - Present
Brookwood Investment Group (PHOENIX AZ)
CA
12/06/2011 - 06/20/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (IRVINE CA)
BOTH
Issued 12/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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