Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hayk? Claim Your ProfileHayk Grigoryan is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Hayk has over 12 years of experience in the financial services industry. Hayk is a licensed Investment Advisor Representative in California and holds a Series 63, Series 65, Series 7 and Series 6 licenses. Previously, Hayk Grigoryan was employed by Ameritas Investment Corp. in San Francisco, California. Hayk Grigoryan is a licensed investment advisor in the state of Florida and is active in California, and Florida. Hayk Grigoryan specializes in working with individuals, high net worth individuals, corporations or other businesses, investment companies, pension and profit sharing plans, insurance companies, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/10/2016 - Present
Wells Fargo Clearing Services, LLC (CORTE MADERA CA)
CA
06/04/2008 - 07/16/2009
AMERITAS INVESTMENT CORP. (SAN FRANCISCO CA)
IA
Issued 11/10/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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