Nastaran Motiei
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Nastaran Motiei was a registered financial professional .
Nastaran is a previously registered financial professional and started their career in finance in 2010. Nastaran had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 31, 2015 - March 18, 2021
CAMBYSES FINANCIAL ADVISORS
May 21, 2015 - June 9, 2015
INDEPENDENT FINANCIAL GROUP, LLC
May 20, 2015 - June 9, 2015
INDEPENDENT FINANCIAL GROUP, LLC
January 28, 2013 - May 19, 2015
VOYA FINANCIAL ADVISORS, INC.
January 2, 2013 - May 19, 2015
VOYA FINANCIAL ADVISORS, INC.
January 6, 2012 - December 31, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 6, 2012 - December 31, 2012
TRANSAMERICA FINANCIAL ADVISORS, LLC
May 19, 2011 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
December 20, 2010 - January 6, 2012
WORLD GROUP SECURITIES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
CAMBYSES FINANCIAL ADVISORS
CRD#: 230786 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 15 |
| AUM (Assets Under Management) | $ 9,789,480 |
Red Flags
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