Patrick Parsa Vahid

Current Employers

Employment History

• 12/2012 → 05/2018
  Axa Advisors, Llc
  New York, NY
• 05/2018 → Present
  Centaurus Financial Inc.
  Anaheim, CA

Previous Registrations

• 2013-01-02 → 2018-05-23
  Equitable Advisors, Llc
  Los Angeles, CA

Other Businesses

1. STRANDLIFE FINANCIAL GROUP, NON-INVESTMENT RELATED, 360 S. PACIFIC COAST HIGHWAY, #2000, EL SEGUNDO, CA 90245, DBA, PROPERTY AND CASUALTY INSURANCE SALES, OWNER, SINCE 6/9/2017, DEVOTED TIME IS 10 HOURS A MONTH, FOR ANY EXISTING CLIENT THAT IS INTERESTED IN OBTAINING P&C INSURANCE, I WORK THE QUOTES AND SERVICE AS WELL. 2. STRANDLIFE INSURANCE AGENCY, NON-INVESTMENT RELATED, 360 S. PACIFIC COAST HIGHWAY, #2000, EL SEGUNDO, CA 90245, OWNER, PROPERTY AND CASUALTY SALES, SINCE 6/9/2017, DEVOTED TIME IS 10 HOURS A MONTH. 3. STRANDLIFE WEALTH MANAGEMENT POSITION: President NATURE: financial and tax planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 08/02/2023 ADDRESS: 360 N. Pacific Coast Hwy, Suite #2000, El Segundo CA 90245, United States DESCRIPTION: Financial advising 4. STRANDLIFE WEALTH MANAGEMENT POSITION: President NATURE: Education and implementation of trust planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 07/16/2024 ADDRESS: 360 N Pacific Coast Hwy, Suite 2000, El Segundo CA 90245, United States DESCRIPTION: Help prospects implement trust and estate planning by educating them on the value of setting up and funding trusts. Host estate planning workshops where I educate the public on the risks of putting your family through probate, not having proper medical directives, guardianship, and healthcare power of attorneys. Not titling your bank accounts, brokerage statements, and insurance policies with the proper beneficiary designations.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-17

Other Names

• Patrick Vahid
• Patrick P Vahid