Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jay Ohanian is a financial advisor with City National Securities, Inc. located in Irvine, CA. David Jay Ohanian has been in the securities industry since December 1996. David Jay Ohanian holds several licenses including Series 3, 7, 10, 24, 63, and 65. David Jay Ohanian is a registered investment advisor and a registered representative in the state of California. Prior to City National Securities, Inc., David Jay Ohanian worked at UnionBanc Investment Services, LLC. David Jay Ohanian specializes in retirement planning, college savings, estate planning, and wealth management. David Jay Ohanian serves a variety of clients including high net worth individuals, corporations, and charitable organizations.
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.
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.
Mutual fund fees, broker fees & transaction fees
1
2
CA
12/05/2017 - Present
City National Securities, Inc. (IRVINE CA)
CA
12/03/2013 - 11/28/2017
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
10/15/2009 - 11/06/2013
COMERICA SECURITIES (SAN DIEGO CA)
CA
06/03/2008 - 08/11/2009
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
07/12/2002 - 02/22/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN DIEGO CA)
NY
01/13/1999 - 07/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
05/08/1996 - 12/23/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 05/17/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 04/28/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 3 - National Commodity Futures Examination
BC
Issued 04/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Ohanian is the right advisor for you? Invested Better is here to help.
