Unclaimed
Anahid Andreassian is a financial professional with over 28 years of experience in the industry. Anahid is currently registered with U.S. Bancorp Investments, Inc., and has a Series 6, Series 63 and SIE license. Previously, Anahid worked for Wedbush Securities Inc., UnionBanc Investment Services, LLC, Wescom Financial Services, CUSO Financial Services, L.P., Linsco/Private Ledger Corp., BISYS Brokerage Services, Inc., Laughlin Group Advisors, Inc., and Marketing One Securities, Inc.. Anahid specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
09/12/2022 - Present
U.s. Bancorp Investments, Inc. (Los Angeles CA)
CA
08/06/2019 - 09/13/2022
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
03/07/2005 - 07/30/2019
UNIONBANC INVESTMENT SERVICES, LLC (GLENDALE CA)
CA
09/01/2004 - 02/15/2005
WESCOM FINANCIAL SERVICES (ANAHEIM CA)
CA
11/06/2002 - 09/01/2004
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
SC
05/30/2000 - 11/05/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
01/05/1998 - 06/06/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
NE
01/31/1996 - 12/31/1997
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
OR
04/05/1994 - 01/31/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BC
Issued 10/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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