Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gurgen? Claim Your ProfileGurgen Vardanyan is an investment advisor representative at Avantax Advisory Services, a registered investment advisor. Gurgen Vardanyan has been in the industry since May 15, 2018. Gurgen Vardanyan is registered with the state of California. Avantax Advisory Services is a national firm with offices in multiple states. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/20/2020 - Present
Avantax Advisory Services (Woodland Hills CA)
CA
09/25/2017 - 07/01/2019
AXA ADVISORS, LLC (LOS ANGELES CA)
BOTH
Issued 10/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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