Unclaimed
Armen Guleserian is a financial advisor at LPL Financial LLC, located in Laguna Niguel, CA. Armen has been in the financial services industry since 1995 and has experience working with a variety of clients, including individuals, families, businesses, and institutions. Armen is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Armen has previously worked with Ameriprise Financial Services, Inc., Waddell & Reed, and Citigroup Global Markets Inc., among other firms.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/01/2018 - Present
LPL Financial LLC (LAGUNA NIGUEL CA)
CA
12/12/2013 - 02/28/2018
WADDELL & REED (SHERMAN OAKS CA)
CA
10/05/2009 - 12/26/2013
AMERIPRISE FINANCIAL SERVICES, INC. (LOS ANGELES CA)
CA
02/06/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CENTURY CITY CA)
CA
09/01/1999 - 02/26/2009
CITIGROUP GLOBAL MARKETS INC. (SHERMAN OAKS CA)
NY
08/08/1997 - 09/02/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NJ
08/24/1995 - 08/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
12/21/1994 - 04/20/1995
ROUND HILL SECURITIES, INC. (ALAMO CA)
MI
11/17/1994 - 12/20/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 03/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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