Negin
Banaei
First Citizens Investor Services, Inc
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About this Advisor
Negin Banaei is a financial advisor based in Pasadena, California, working with First Citizens Investor Services, Inc. Negin has previously held positions at HSBC Securities (USA) Inc, BancWest Investment Services, Bank of the West, MUFG Union Bank, UnionBanc Investment Services, First Citizens Bank, and First Citizens Investor Services. Negin has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Negin is part of First Citizens Investor Services, Inc, which operates out of Pasadena, California. The firm has 107 offices and 235 employees. The firm manages assets totaling $1.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at First Citizens Investor Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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First Citizens Investor Services, Inc Brokerage Details
$1,729,333,096
235
6,086
$284,149
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Negin Banaei Work History
First Citizens Bank
First Citizens Investor Services
Mufg Union Bank
Unionbanc Investment Services
Bancwest Investment Services
Bank Of The West
Hsbc Securities (Usa) Inc
Disclosures
Please visit the SEC profile of Negin Banaei to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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