Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erik? Claim Your ProfileErik Ohanessian is a registered representative with Wells Fargo Clearing Services, LLC. Erik is a financial professional with more than a decade of experience in the industry. Erik has a strong track record of success in helping clients achieve their financial goals. Erik is committed to providing clients with personalized financial advice and guidance. Erik holds the Series 7, Series 66, and SIE licenses. Erik's experience includes previous roles with Citigroup Global Markets Inc., J.P. Morgan Securities LLC, Scottrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley Smith Barney.
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.
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2
CA
05/12/2022 - Present
Wells Fargo Clearing Services, LLC (WESTLAKE VILLAGE CA)
CA
12/22/2021 - 05/18/2022
CITIGROUP GLOBAL MARKETS INC. (STUDIO CITY CA)
CA
03/03/2021 - 12/02/2021
J.P. MORGAN SECURITIES LLC (NORTHRIDGE CA)
CA
10/05/2017 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (WOODLAND HILLS CA)
CA
02/03/2016 - 10/11/2017
SCOTTRADE, INC. (WOODLAND HILLS CA)
CA
09/21/2012 - 12/21/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLENDALE CA)
CA
11/29/2011 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (WOODLAND HILLS CA)
BOTH
Issued 12/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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