Cameron Kashani, financial advisor Merrillville IN
93 score

Cameron Kashani

CRD Number: 5625447
Current Firm: Msi Financial Services, Inc.

Cameron Kashani (CRD# 5625447) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Merrillville, IN and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Metlife Securities, Inc. Merrillville, IN Jun 2012 - Current 4
Kowsar Holding Ltd Vancouver, Jun 2011 - Mar 2012 < 1
Metlife Securities Inc. Merrillville, IN Mar 2010 - May 2011 1
Metlife Securities Inc. Merrillville, IN Dec 2008 - Feb 2010 1
Illinois Institute Of Technology Chicago, IL Jan 2008 - Nov 2008 < 1
Midwest Products Company Inc. Hobart, IN Aug 2007 - Nov 2007 < 1
Indiana University Bloomington, IN Aug 2003 - Jul 2007 3
Marriott International London, Sep 2006 - Jan 2007 < 1
New England Financial Boston, MA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2009
Contact Info for Cameron S. Kashani
Phone Number: 800-638-8378
Registered State(s):
  • IL
  • IN
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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