Amirreza Kayyal
Professional summary
Amirreza Kayyal, CFP®, who also goes by Amir Kayyal, is a registered financial advisor currently at FUSION FINANCIAL located in Laguna Hills, California.
Amirreza is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Amirreza has worked at 6 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amirreza Kayyal's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
January 18, 2017 - Present
FUSION FINANCIAL
Office #1: 23276 S. Pointe Dr. Suite 111, Laguna Hills, CA 92653January 3, 2013 - December 31, 2016
FUSION FINANCIAL
July 19, 2011 - October 17, 2012
QUEST CAPITAL STRATEGIES, INC.
July 18, 2011 - October 17, 2012
QUEST CAPITAL STRATEGIES, INC.
November 17, 2009 - July 12, 2011
NEWPORT COAST SECURITIES, INC.
November 17, 2009 - July 12, 2011
NEWPORT COAST SECURITIES, INC.
January 2, 2009 - October 21, 2009
WALLSTREET*E FINANCIAL SERVICES, INC.
January 5, 2006 - January 8, 2009
MSI FINANCIAL SERVICES, INC.
February 14, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
February 14, 2005 - January 8, 2009
MSI FINANCIAL SERVICES, 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
(1/18/2017)
Exams
Current Firm
FUSION FINANCIAL
CRD#: 166026 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 17 |
| AUM (Assets Under Management) | $ 1,163,856 |
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