Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dale? Claim Your ProfileDale Vaughn Sefarian is a financial advisor with Hollencrest Capital Management, LLC. Dale has over 30 years of experience in the financial services industry. Dale has been with Hollencrest Capital Management, LLC since 1999. Previously, Dale worked at Prudential Securities Incorporated and PaineWebber Incorporated. Dale holds the Series 63, Series 7, and Series 24 licenses. Dale is registered as an Investment Advisor Representative in California. Dale specializes in providing financial planning, portfolio management, and investment advisory services to high net worth individuals, charitable organizations, and pooled investment vehicles.
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.
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 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.
Fees calculated based on the performance of your investments relative to a benchmark.
Fees related to real estate deals
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2
CA
05/20/1999 - Present
Hollencrest Capital Management (NEWPORT BEACH CA)
CA
04/23/1999 - 01/02/2018
HOLLENCREST CAPITAL MANAGEMENT, LLC (NEWPORT BEACH CA)
NY
11/03/1987 - 04/30/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/27/1984 - 10/22/1987
PAINEWEBBER INCORPORATED
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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