Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hareesh? Claim Your ProfileHareesh Vishal Sivashanker is an investment advisor representative at City National Rochdale. Hareesh has been in the financial industry since March 7, 2016. He holds a Series 63, Series 7 and Series 7TO license. Hareesh Vishal Sivashanker is also a Certified Financial Planner and a Chartered Financial Analyst.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
CA
02/07/2025 - Present
City National Rochdale (San Francisco CA)
CA
07/30/2018 - 12/27/2018
HD VEST INVESTMENT SERVICES (SAN JOSE CA)
AZ
12/22/2015 - 07/18/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 01/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Hareesh Sivashanker is the right advisor for you? Invested Better is here to help.
