Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Siamak? Claim Your ProfileSiamak Eghlidi is a financial professional with over 30 years of experience in the financial services industry. Siamak is currently registered with Calton & Associates, Inc., and has held previous positions with Capital Financial Services, Inc. and United Heritage Financial Services, Inc. Siamak holds the Series 6, Series 63, and SIE licenses. Siamak specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers. Siamak is committed to providing his clients with personalized financial advice and guidance.
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.
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.
1
2
OR
07/08/2019 - Present
Calton & Associates, Inc. (Newburg OR)
OR
03/07/2007 - 07/08/2019
CAPITAL FINANCIAL SERVICES, INC. (NEWBURG OR)
OR
06/02/2000 - 03/07/2007
UNITED HERITAGE FINANCIAL SERVICES, INC. (NEWBURG OR)
NE
02/03/1987 - 05/04/2000
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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