Unclaimed
Jirayr Rouben Kembikian is a financial advisor with Citrine Capital, located in San Francisco, CA. Jirayr has over 5 years of experience in the financial services industry. Jirayr holds the Series 6, 63, and 65 licenses, as well as the SIE. Jirayr is also a Certified Financial Planner. Jirayr previously worked at Ameritas Investment Corp. and 20/20 Financial Advisors, LLC. Jirayr specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and corporations or other businesses. Jirayr is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
Personalized portfolio management to meet individual financial objectives.
Tax return preparation services
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.
A percentage of net worth
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2
CA
01/04/2016 - Present
Citrine Capital (SAN FRANCISCO CA)
CA
06/14/2011 - 01/27/2016
AMERITAS INVESTMENT CORP. (SAN FRANCISCO CA)
IA
Issued 11/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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