Nasser Afzali (CRD# 2270384) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Oak Brook, IL and has over 31 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Promise Land Charities Inc. | Northbrook, IL | Dec 2023 - Current | < 1 |
| Humana Insurance Co | Chicago, IL | Apr 2022 - Current | 2 |
| This Is The Farsi Church In Chicago Land | Addison, IL | Dec 2021 - Current | 2 |
| Health Trust Financial, A Christian Health Care Ministry | Actworth, GA | Jul 2018 - Current | 5 |
| Net Law Inc. | Louisville, KY | May 2015 - Current | 8 |
| Quality Training Institute, Inc. | Skokie, IL | Oct 2014 - Current | 9 |
| Transamerica Financial Advisors, Inc. | Oak Brook, IL | Jan 2012 - Current | 12 |
| Blue Cross And Blue Shield Of Illinois | Chicago, IL | Jun 2009 - Current | 14 |
| Time Insurance Company | Milwaukee, WI | Jun 2009 - Current | 14 |
| Illinois Mutual | Peoria, IL | May 2009 - Current | 14 |
| Unicare Health Ins. | Bolingbrook, IL | Aug 2004 - Current | 19 |
| Aetna Ins. Co | Northbrook, IL | Aug 2004 - Current | 19 |
| Wfg, Ia | Oak Brook, IL | Jun 2001 - Current | 22 |
| Accounteque Services Inc. | Northbrook, IL | Jan 1984 - Current | 40 |
| Debtmerica Relief | Santa Ana, CA | Aug 2017 - Mar 2022 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- IL
- NC
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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