Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ehud? Claim Your ProfileEhud Rinot is an investment advisor with over 25 years of experience in the financial services industry. Ehud Rinot has held senior positions at several leading firms including J.P. Morgan Securities LLC, Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Ehud Rinot is currently registered with Wells Fargo Clearing Services, LLC, a firm with over $10 billion - $50 billion in assets under management. Ehud Rinot offers a variety of financial services including portfolio management for individuals and businesses, financial planning, and investment consulting. Ehud Rinot is licensed in multiple states and holds the Series 7, Series 31, Series 63, and Series 65 licenses as well as the SIE exam certification.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
08/28/2020 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
CA
05/27/2010 - 06/20/2017
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
06/01/2009 - 06/28/2010
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
CA
04/06/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
NY
04/15/1996 - 04/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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