Unclaimed
Alvina Mayilyan is a financial professional with over eight years of experience in the financial services industry. She is currently registered with Raymond James & Associates, Inc. and holds a Series 63, SIE, Series 7, and Series 6 license. Alvina specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses, and corporations. Her previous experience includes roles at Wedbush Securities Inc. and Wells Fargo Clearing Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/24/2024 - Present
Raymond James & Associates, Inc. (Pasadena CA)
CA
12/04/2018 - 06/30/2024
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
07/02/2015 - 05/16/2018
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
BC
Issued 10/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Alvina Mayilyan is the right advisor for you? Invested Better is here to help.