Unclaimed
Khachik Gezalyan is a registered investment advisor representative with Vanguard Advisers, Inc. Khachik has been in the financial industry since 2016 and holds both Series 63 and 65 licenses. Khachik is registered in 53 states and the District of Columbia for broker-dealer services and two states for investment advisor services. Khachik is a specialist in providing portfolio management services to both individuals and businesses. Khachik also offers financial planning and selection of other advisors 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
11/23/2018 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
IA
Issued 09/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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