Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cian? Claim Your ProfileCian Jeremiah Desmond is an investment advisor representative with Wilshire. Cian is registered with the state of California. Cian holds the Series 65 license and has been in the industry since 2014. Cian has experience working at Canterbury Consulting, Shepherd Kaplan LLC, and Wilshire Associates. Cian is a specialist in providing investment advice for a variety of clients including individuals, businesses, and institutions.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fee based on number of plan participants
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CA
11/06/2018 - Present
Wilshire (SANTA MONICA CA)
IA
Issued 01/31/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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