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Hagop Wanesian

IBN Financial Services, Inc.

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About Hagop Wanesian

Hagop Wanesian is a financial professional with over 20 years of experience in the industry. Hagop is currently registered with IBN Financial Services, Inc. and has previously been registered with several other firms, including BOURNEHILL INVESTMENT SERVICES, INC., SW FINANCIAL, and WORDEN CAPITAL MANAGEMENT LLC. Hagop is a Series 7 and Series 63 licensed professional and holds the SIE designation. Hagop specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Hagop is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Hagop Wanesian is currently registered with IBN Financial Services, Inc.. IBN Financial Services, Inc. is a Corporation formed in 1995 and headquartered in Liverpool, NY. They are a registered investment advisor with the SEC and in 49 states. IBN Financial Services, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors. The firm manages approximately $163 million in assets for 830 clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
IBN Financial Services, Inc.

404 OLD LIVERPOOL RD

LIVERPOOL, NY 13088

$163.06M

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Selection and monitoring fees

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Hagop Wanesian’s Registration & Firm History

NY

07/26/2023 - Present

IBN Financial Services, Inc. (Uniondale NY)

NY

06/15/2022 - 09/22/2023

BOURNEHILL INVESTMENT SERVICES, INC. (Uniondale NY)

NY

08/24/2020 - 06/15/2022

SW FINANCIAL (MELVILLE NY)

NY

06/01/2015 - 08/25/2020

WORDEN CAPITAL MANAGEMENT LLC (GARDEN CITY NY)

NY

06/13/2014 - 06/02/2015

FOUR POINTS CAPITAL PARTNERS LLC (WESTBURY NY)

NY

08/13/2010 - 06/16/2014

NATIONAL SECURITIES CORPORATION (WESTBURY NY)

NY

02/17/2009 - 09/15/2010

WOODSTOCK FINANCIAL GROUP, INC. (GARDEN CITY NY)

NY

01/24/2007 - 03/17/2009

NATIONAL SECURITIES CORPORATION (PORT WASHINGTON NY)

NY

01/26/2005 - 02/05/2007

FIRST MONTAUK SECURITIES CORP. (PORT WASHINGTON NY)

GA

10/04/2000 - 01/24/2005

RAIKE FINANCIAL GROUP INC. (WOODSTOCK GA)

NY

03/08/2000 - 10/17/2000

BRENTWORTH & COMPANY INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Hagop Wanesian. Review regulatory record here.
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