Pardis Ferdosi
Investment adviser representative at Cetera Planning Partners
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Cetera Planning PartnersSep 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- United HealthcareNov 2024 to now
- Avantax Planning Partners, Inc.Jun 2023 to Sep 2026
- Avantax Advisory ServicesJun 2023 to Sep 2025
- Avantax Investment Services, Inc.Jun 2023 to Sep 2025
- Citizens Bank, N/aOct 2022 to Jun 2023
- Citizens Securities, IncSep 2022 to Jun 2023
- Citizens Bank, N.AFeb 2022 to Sep 2022
- HSBC Bank USApr 2021 to Feb 2022
- University of TurinAug 2017 to Apr 2022
- Not ApplicableJan 2017 to Aug 2017
- Allameh Tabataba'i UniversityAug 2012 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7427198
- Firm CRD
- 129625