Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derenik? Claim Your ProfileDerenik Sardarimasihi is an Investment Advisor Representative associated with HSBC Securities (USA) Inc., based in Beverly Hills, California. Derenik has over 10 years of experience in the financial services industry. Derenik holds Series 7, Series 63, Series 66, and SIE licenses. Prior to joining HSBC Securities (USA) Inc., Derenik worked at UnionBanc Investment Services, LLC. Derenik specializes in portfolio management for individuals, businesses and pooled investment vehicles. Derenik is registered in the state of California.
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.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
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2
CA
12/18/2023 - Present
Hsbc Securities (usa) Inc. (BEVERLY HILLS CA)
CA
01/05/2022 - 02/03/2022
UNIONBANC INVESTMENT SERVICES, LLC (THOUSAND OAKS CA)
CA
03/12/2021 - 10/18/2021
HSBC SECURITIES (USA) INC. (Woodland Hills CA)
BOTH
Issued 12/16/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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