Pardis Ferdosi

Current Employers

Employment History

• 09/2022 → 10/2022
  Citizens Securities, Inc
  Westwood, MA
• 02/2022 → 09/2022
  Citizens Bank, N.A
  Westwood, MA
• 04/2021 → 02/2022
  Hsbc Bank Us
  Washington, DC
• 08/2017 → 04/2022
  University Of Turin
  Turin
• 08/2012 → 01/2017
  Allameh Tabataba'i University
  Tehran
• 01/2017 → 08/2017
  Not Applicable
  Tehran
• 10/2022 → 06/2023
  Citizens Securities, Inc
  Westwood, MA
• 10/2022 → 06/2023
  Citizens Bank, N/A
  Westwood, MA
• 06/2023 → 09/2025
  Avantax Investment Services, Inc.
  Dallas, TX
• 06/2023 → 09/2025
  Avantax Advisory Services
  Dallas, TX
• 06/2023 → Present
  Avantax Planning Partners, Inc.
  Dubuque, IA
• 11/2024 → Present
  United Healthcare
  Salt Lake City, UT
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Kingwood, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2023-06-29 → 2025-09-05
  Avantax Advisory Services
  Kingwood, TX
  Dallas, TX
  Houston, TX
• 2023-01-03 → 2023-03-29
  Citizens Securities, Inc.
  Westwood, MA

Other Businesses

UNITED HEALTHCARE POSITION: Independent Health Agent NATURE: Writing healthcare policy for the CPA firm that I work with. I will become an independent agent for the United Health. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2024 ADDRESS: PO BOX 31365, salt lake city UT 84131, United States DESCRIPTION: Connects health insurance buyers and sellers to facilitate transactions, Compare options, Help customers compare policies and rates across multiple carriers, Provide quotesReceives a commission for each policy sold.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-01-18
• S65 Uniform Investment Adviser Law Examination
  2022-12-28

Designations