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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hrachya? Claim Your ProfileHrachya Davtyan is a financial advisor who works with clients to create comprehensive financial plans, including retirement, estate, insurance, and tax planning. Hrachya has been in the financial services industry for over 10 years and has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Hrachya is currently registered with Mercer Global Advisors Inc. He is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Hrachya previously worked with Northwestern Mutual Investment Services, UBS Financial Services Inc., LPL Financial LLC, and Mutual Securities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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2
CA
07/21/2020 - Present
Mercer Global Advisors Inc. (Los Angeles CA)
CA
06/03/2019 - 11/12/2020
MUTUAL SECURITIES, INC. (Los Angeles CA)
CA
04/17/2018 - 05/08/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
01/17/2018 - 04/03/2018
UBS FINANCIAL SERVICES INC. (WESTLAKE VILLAGE CA)
CA
01/08/2015 - 12/15/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
04/09/2014 - 12/01/2014
LPL FINANCIAL LLC (TORRANCE CA)
CA
06/19/2014 - 11/24/2014
KINECTA FINANCIAL & INSURANCE SERVICES, LLC (WOODLAND HILLS CA)
BOTH
Issued 06/02/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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