Unclaimed
Arman Akhverdyan is a financial advisor at Ameriprise Financial Services, LLC in Glendale, California. Arman is a registered representative with the state of California and holds the Series 7TO, Series 66 and SIE licenses. Arman specializes in providing financial planning, asset allocation services, and investment management services to individuals, families, and businesses. Arman's clients include high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and pension and profit-sharing plans. Arman has been in the financial services industry since 2023. Arman is also employed by Insperity PEO Services L.P. in Kingwood, Texas.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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CA
05/22/2024 - Present
Ameriprise Financial Services, LLC (Glendale CA)
BOTH
Issued 05/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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