Reza joined Financial Advocates in 2011 as an LPL Financial Registered Principal. He brings over 19 years of experience in the financial services industry to our team. His experience covers many areas of investment services including time as a financial advisor and principal. In addition, Reza has been involved in consumer banking, operations, client sales and service, and the hospitality industry. Reza’s years of experience enable him to see situations from many different perspectives and provide in-depth support to advisors, clients and back office staff.
Reza was born and raised in India and lived in Switzerland prior to settling in Bellevue, Washington. He likes to travel, hike and spend time with his wife, Maheen and two sons, Jaffary and Adel.
Series 4, 7, 24, 53, 63 held with LPL Financial and the Series 65 held with Financial Advocates Investment Management. Registered through LPL Financial in all 50 states.
Life/Disability/Variable Insurance in WA.