Unclaimed
Aylisa Pakhchanian is a financial advisor with U.S. Bancorp Advisors, LLC. Aylisa has been in the financial industry since 2010 and has experience working with a variety of clients, including individuals, corporations, and institutions. Aylisa is registered with the state of California as an Investment Advisor Representative and a Registered Representative. Aylisa has Series 7, 63, 66, 24 and 53 licenses.
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.
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.
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2
CA
10/16/2015 - Present
U.s. Bancorp Advisors, LLC (GLENDALE CA)
CA
04/08/2015 - 10/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
CA
12/16/2004 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
NY
08/06/2004 - 10/11/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 05/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/08/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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