Ali Rad work email
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Ali Rad personal email
Western International Securities, Inc. (“WIS”) is a registered broker-dealer (Member FINRA www.finra.org/SIPC www.sipc.org) and SEC Registered Investment Advisor. Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. CA Insurance License #: 0F48010WIS representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional.
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Private Wealth AdvisorLpl FinancialLos Angeles, Ca, Us -
Private Wealth AdvisorWestern International Securities Aug 2017 - PresentPasadena, California, UsI've enjoyed 23 years in the Financial Industry, growing and learning everyday as the Capital Market is a humbling discounting mechanism. I carefully create portfolios based upon a risk analysis foundation. Risk analysis not associated with traditional benchmark metrics, but rather risks in relation to each investment across an individual's portfolio. My investment ideas are carefully examined and analyzed to generate greater potential upside than potential downside. I incorporate both fundamental and technically analysis in determining appropriate investment solutions according to each individual investor's risk reward profile. -
Financial ConsultantFinancial West Group Jun 2010 - Aug 2017Westlake Village, Ca, UsManage client assets and implement individualized financial plans for savings, retirement, investments and insurance. My passion is to help my clients understand how wealth is created in Wall Street through various strategies. I enjoy meeting with clients and becoming part of their lives. After understanding their risk tolerance, goals and emotions I present a financial plan that includes both short and long term financial goals. Provide investment solutions in a variety of vehicles, traditional and non-traditional securities, for individual investors. The investments are tailored to the specific needs of my clients. My past experience as an OTC market maker has provided me a deep understanding of the capital markets. As market conditions shift my focus is to insure client assets are appropriately invested and to maintain close communication with clients as their financial situation may change. With my expertise in equity investments, fixed income investments and global capital markets I am committed to serve my clients providing practical solutions with full transparency and integrity. -
Vice President Of InvestmentsOppenheimer & Co. Jan 2009 - May 2010New York, Ny, Us -
Financial AdvisorMorgan Stanley May 2006 - Jan 2009New York, Ny, Us -
Institutional Equity TraderWedbush Securities Sep 2001 - 2006Los Angeles, California, Us
Ali Rad Skills
Ali Rad Education Details
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U.C.S.D.Economics -
Clayton High School
Frequently Asked Questions about Ali Rad
What company does Ali Rad work for?
Ali Rad works for Lpl Financial
What is Ali Rad's role at the current company?
Ali Rad's current role is Private Wealth Advisor.
What is Ali Rad's email address?
Ali Rad's email address is ar****@****fwg.com
What schools did Ali Rad attend?
Ali Rad attended U.c.s.d., Clayton High School.
What skills is Ali Rad known for?
Ali Rad has skills like Retirement Planning, Securities, Equities, Financial Analysis, Investment Advisory, Series 7, Alternative Investments, Structured Products, Bonds, Financial Goals, Investment Strategies, Insurance.
Who are Ali Rad's colleagues?
Ali Rad's colleagues are Kelly G. Higgins, Valerie Kassab, Cva, Frank Givens, Cpa, Tiana Sandstrom, Maribeth Cowley, Tammy Sadek, James Trout.
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