Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hratch? Claim Your ProfileHratch Panosian is a financial advisor at Cambridge Investment Research Advisors, Inc., where Hratch has been registered since September 2013. Hratch is a Certified Financial Planner and has over 20 years of experience in the financial services industry. Hratch specializes in providing financial planning, portfolio management, and investment advisory services to individuals and businesses. Hratch is also a registered tax preparer and a mortgage loan broker. Hratch is passionate about helping clients achieve their financial goals and has a strong commitment to providing excellent customer service.
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.
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.
Solicitation fees from 3rd party money managers
1
2
AZ
10/01/2013 - Present
Cambridge Investment Research Advisors, Inc. (Scottsdale AZ)
AZ
01/04/2013 - 09/16/2013
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
10/16/2012 - 01/17/2013
QUESTAR CAPITAL CORPORATION (SCOTTSDALE AZ)
AZ
04/06/2011 - 10/11/2012
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
AZ
02/09/2004 - 04/15/2011
WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
MA
09/13/2001 - 03/07/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
03/08/2001 - 07/12/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
07/31/2000 - 12/20/2000
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 02/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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