Unclaimed
Haik Kevorkian is a financial advisor with over 20 years of experience in the industry. Haik has worked at Neuberger Berman BD LLC since 2021. Before joining Neuberger Berman BD LLC, Haik worked at Charles Schwab & Co., Inc. in Westlake, TX. Haik holds Series 7, 63, and 65 licenses, along with the SIE. Haik has a strong background in providing financial advice to individuals and families. Haik is also experienced in providing portfolio management services. Haik is a specialist in Retirement Planning, Investment Advisory Services, and Financial Planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
NY
03/25/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
TX
02/02/2005 - 12/13/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Haik Kevorkian is the right advisor for you? Invested Better is here to help.