Parvin N. Manuchehri
Professional summary
Parvin Nmn Manuchehri, CFP®, who also goes by Parvin (nmn) Manuchehri, Parvin Manuchehri, is a registered financial advisor currently at CLARITY WEALTH ADVISORS located in San Jose, California.
Parvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Parvin has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Parvin Nmn Manuchehri's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
July 6, 2011 - Present
CLARITY WEALTH ADVISORS
Office #1: 2160 The Alameda Suite A, San Jose, CA 95126October 19, 2010 - August 4, 2011
CONSILIUM WEALTH MANAGEMENT
August 18, 2010 - January 4, 2011
LEXINGTON INVESTMENT CONSULTING, LLC
January 15, 2003 - August 17, 2010
DESTINATION WEALTH MANAGEMENT
August 14, 2000 - July 8, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 12, 2000 - July 8, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 20, 1997 - June 27, 2000
PRUCO SECURITIES, LLC.
Primary Firm SEC Registration
CLARITY WEALTH ADVISORS
CRD#: 157913 / SEC#: 801-79251
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/6/2011)
(5/17/2012)
(8/17/2013)
Exams
Current Firm
CLARITY WEALTH ADVISORS
CRD#: 157913 / SEC#: 801-79251
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,289 |
| AUM (Assets Under Management) | $ 601,219,849 |
Red Flags
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