Pardis Ferdosi is a CFP-designated registered investment advisor, based in Kingwood, TX, with 3 years of industry experience. Pardis is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Kingwood, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Pardis is an independent health agent for United Healthcare, writing healthcare policies for a CPA firm. This activity takes minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Avantax Planning Partners, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Citizens Securities, INC.
Citizens Securities, INC.Broker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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