Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Selection and monitoring fees
1
2
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)
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
Active
Inactive
F
FINRA
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