Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edgar? Claim Your ProfileEdgar Haroutunian is a financial professional with over 10 years of experience in the financial services industry. Edgar is currently registered with TCW Investment Management Co. LLC and holds licenses in 12 states. Edgar has experience with various financial products and services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Edgar's areas of specialization include investment management, fixed income, equities, and alternative investments. Previously, Edgar worked for Paulson Investment Company LLC, LPL Financial LLC, and Capital Synergy Partners.
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.
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.
Portfolio management for wrap fee programs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/08/2022 - Present
TCW Investment Management Co. LLC (LOS ANGELES CA)
CA
04/01/2021 - 04/12/2021
PAULSON INVESTMENT COMPANY LLC (Beverly Hills CA)
CA
05/18/2020 - 08/05/2020
LPL FINANCIAL LLC (WESTLAKE VILLAGE CA)
CA
10/09/2017 - 05/18/2020
CAPITAL SYNERGY PARTNERS (BURBANK CA)
BC
Issued 07/08/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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