Unclaimed
Roy Harvey Kissin is an Investment Advisor Representative at Parallel Advisors, LLC. Roy is registered with the state of California and Oregon and has been in the industry since January 1998. Roy is a Series 7 licensed professional and has been with Parallel Advisors, LLC since August 2015. Prior to that, Roy was with Capital Capital Advisors LLC in Sausalito, California.
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.
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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CA
01/01/2025 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
BC
Issued 04/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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