Unclaimed
Shahryar Kashanchi is an investment advisor representative at Equitable Advisors, LLC. Shahryar has been in the financial industry since 1985. Shahryar is registered with the state of California, New Jersey, and New York. Shahryar provides investment advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Shahryar also has a background at MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
1
2
CA
05/18/2021 - Present
Equitable Advisors, LLC (SOLANA BEACH CA)
CA
10/24/1988 - 10/13/2009
METLIFE SECURITIES INC. (SAN DIEGO CA)
CA
10/24/1988 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (SAN DIEGO CA)
NY
03/20/1985 - 04/05/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
BOTH
Issued 02/02/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 06/03/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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