Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hrag? Claim Your ProfileHrag Kortoshian is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Encino, CA. Hrag is a registered representative with Series 7TO, 63, and 66 licenses, and is a Registered Investment Advisor (RIA) in California and Texas. Hrag has been in the financial services industry since 2017 and has experience with Wells Fargo Clearing Services, LLC and HSBC Securities (USA) Inc. Hrag works with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Hrag specializes in a variety of financial services, including portfolio management, financial planning, and investment advisory services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/30/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ENCINO CA)
CA
08/09/2019 - 06/09/2021
HSBC SECURITIES (USA) INC. (North Hollywood CA)
CA
02/08/2017 - 07/17/2019
WELLS FARGO CLEARING SERVICES, LLC (TARZANA CA)
BOTH
Issued 07/08/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Hrag Kortoshian is the right advisor for you? Invested Better is here to help.
