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Disclosure

Pedram Kaivani is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M57311), CO, DE, FL, ID, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Pedram Kaivani is licensed and authorized to offer insurance in California, but KAIVANI WEALTH STRATEGIES, LLC may not be. For additional information on California licensure status, please click here.

Pedram Kaivani is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3200 Southwest Fwy Ste 1900, Houston, TX, 77027, 713-499-7672. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, DE, FL, ID, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Pedram Kaivani is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, DE, FL, ID, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Pedram Kaivani is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

KAIVANI WEALTH STRATEGIES, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither KAIVANI WEALTH STRATEGIES, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

3200 Southwest Fwy Ste 1900

Houston, TX 77027

Kaivani Wealth Strategies, LLC Logo
KAIVANI WEALTH STRATEGIES, LLC

Pedram Kaivani

Financial Advisor

Get in Touch

(713) 499-7672
(713) 624-6479
pkaivani@ft.newyorklife.com
  • ABOUT
    • Meet Our Team
    • Community & Industry Involvement
    • Our Process
    • Strategic Alliances
    • Circle of Services
  • SERVICES
    • For Individuals & Families
    • For Businesses & Executives
    • For Physicians
    • Product Solutions
    • Investment Management
    • Special Needs Planning
    • Navigating Income Tax
    • Life plan for your business®
  • RESOURCES
    • Meeting Preparation
    • Video Learning Library
    • Newsletters
    • Calculators
    • Helpful Links
  • LOGIN
    • Wealth Management
    • Eagle Strategies
    • Mainstay Funds
    • NYL Virtual Service Center
    • American Funds
  • CONTACT

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