Unclaimed
Armand Alaverdian has been in the financial services industry since 1999. Armand is currently registered with Equitable Advisors, LLC in California and Colorado. Armand has experience with Waddell & Reed, Vanguard Capital, A. G. Edwards & Sons, Inc., and Paine Webber Incorporated. Armand is also a licensed insurance agent in the state of North Carolina.
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.
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.
1
2
CA
07/09/2021 - Present
Equitable Advisors, LLC (IRVINE CA)
CA
01/26/2009 - 07/12/2021
WADDELL & REED (PALOS VERDES ESTATES CA)
CA
11/11/2002 - 01/16/2009
VANGUARD CAPITAL (PALOS VERDES ESTATES CA)
MO
02/13/2001 - 11/15/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NJ
10/22/1999 - 02/27/2001
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 02/16/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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