Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lilly? Claim Your ProfileLilly Kachatrian is a registered representative with Western International Securities, Inc. Lilly has been in the securities industry since 1996 and has experience with a variety of firms. Lilly holds the Series 63, Series 7 and SIE licenses. Lilly's current registration includes California, Florida, Massachusetts, and New York. Lilly specializes in Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses and Portfolio Management for Individuals.
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.
A percentage of the total value of assets under management is charged.
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2
CA
12/08/2008 - Present
Western International Securities, Inc. (Encino CA)
CA
04/15/1999 - 04/11/2008
BEAR, STEARNS & CO. INC. (LOS ANGELES CA)
FL
07/24/1998 - 03/19/1999
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
CA
01/12/1996 - 07/24/1998
THE BOSTON GROUP (LOS ANGELES CA)
CA
08/29/1995 - 01/19/1996
CRUTTENDEN ROTH INCORPORATED (NEWPORT BEACH CA)
BC
Issued 10/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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