Kambiz Mahdavi
Professional summary
Kambiz Mahdavi, who also goes by Kamy Mahdavi, is a registered financial advisor currently at K FINANCIAL SERVICES, LLC located in Los Angeles, California.
Kambiz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Kambiz has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kambiz Mahdavi's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 3, 2018 - Present
K FINANCIAL SERVICES, LLC
October 1, 2012 - April 12, 2017
J.P. MORGAN SECURITIES LLC
November 2, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
April 14, 2009 - July 17, 2009
EQUITABLE ADVISORS, LLC
April 9, 2009 - July 17, 2009
EQUITABLE ADVISORS, LLC
July 13, 2006 - April 24, 2007
WELLS FARGO INVESTMENTS, LLC
July 6, 2006 - April 24, 2007
WELLS FARGO INVESTMENTS, LLC
April 15, 2005 - September 27, 2005
OSAIC WEALTH, INC.
March 1, 2004 - January 5, 2005
U.S. BANCORP ADVISORS, LLC
March 1, 2004 - January 5, 2005
U.S. BANCORP ADVISORS, LLC
May 1, 2003 - December 9, 2003
NEW ENGLAND SECURITIES
July 17, 2002 - September 13, 2002
WAMU INVESTMENTS, INC.
May 22, 2002 - September 13, 2002
WAMU INVESTMENTS, INC.
December 20, 2001 - February 25, 2002
CAL FED INVESTMENTS
August 14, 2000 - July 12, 2001
MORGAN STANLEY DW INC.
March 9, 1998 - December 11, 1998
QUEST CAPITAL STRATEGIES, INC.
July 2, 1996 - May 6, 1997
PACIFIC CONTINENTAL SECURITIES CORPORATION
November 10, 1995 - June 18, 1996
CHADWICK FINANCIAL GROUP, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2018)
Exams
Current Firm
K FINANCIAL SERVICES, LLC
CRD#: 287772 / SEC#:
Contact information
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