PA
Pezhman Amini
INTEG FINANCIAL INVESTMENT ADVISORY LLC
IRVINE, CA
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CRD#: 7883424
PA
Professional summary
Pezhman Amini is a registered financial advisor currently at INTEG FINANCIAL INVESTMENT ADVISORY LLC located in Irvine, California.
Pezhman is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Pezhman has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) the name of the other business; ALEPH BAZAAR Inc. whether the business is investment-related; NO the address of the other business; 187 ABACUS, IRVINE, CA 92618 the nature of the other business; RETAIL ECOMMERCE your position; OWNER, PRESIDENT title, or relationship with the other business; OWNER, PRESIDENT the start date of your relationship; MAY 2021 the approximate number of hours/month you devote to the other business; 2 hours/MONTH the number of hours you devote to the other business during securities trading hours; NONE and briefly describe your duties relating to the other business; ORDER MANAGEMENT AND ACCOUNTING 2) the name of the other business; Allianz Life Insurance Co whether the business is investment-related; No the address of the other business; 75 Wall St, New York, NY 10005 the nature of the other business; Financial Insurances your position; Independent Insurance Agent title, or relationship with the other business; Independent Insurance Agent the start date of your relationship; April 29, 2025 the approximate number of hours/month you devote to the other business; 10 hours per month the number of hours you devote to the other business during securities trading hours; None and briefly describe your duties relating to the other business; Finding the best insurance for clients.
CRS (Client Relationship Summary) - RIA
Click below to view Pezhman Amini's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 21, 2025 - Present
INTEG FINANCIAL INVESTMENT ADVISORY LLC
RIA
CRD#: 336852
IRVINE, CA
Past
August 29, 2024 - March 10, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
IRVINE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/21/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/29/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
IF
INTEG FINANCIAL INVESTMENT ADVISORY LLC
INTEG FINANCIAL INVESTMENT ADVISORY LLC
CRD#: 336852 / SEC#:
California
Registered Investment Advisory firm - (8/21/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Irvine, CA
Mailing Address
Phone number
(949) 550-8328
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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