Jubin Keyvan
Coral Springs, Florida, 33065
Member Since 2006
Our primary focus is helping you achieve your financial success. Everyone's dreams and goals are different and no one solution fits everyone. Success can mean many things including funding your children's education, growing your business, retiring when you want to, establishing a legacy or just having peace of mind about your finances. However you define it, you can trust that that your success is always on our minds because Independence, Integrity, Objectivity, and Competence are the foundations of our business.
My Location
Background Information
Years of Financial Experience
- 17
Methods of Compensation
- Financial Planning: Fixed fee, Hourly fee
- Investment Services: Asset-based fee, Commissions (Investment Products), Commissions (Insurance Products)
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Pershing
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2274097
- Securities Registrations: Series 65, Series 63, Series 7, Series 6
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health, Property & Casualty, Additionally we have Active Mortgage Broker/Mortgage Broker Business Licenses
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Business Planning Family Office Services Trust Services Risk Management Employee Benefits
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Money manager selection, Asset Management, Performance Reporting, Tax Efficient Strategies
