Unclaimed
Lusine Gabrielyan is a financial advisor with LPL Financial LLC located in Woodland Hills, CA. Lusine has been in the financial industry since 2006. Lusine has experience with Wells Fargo Advisors LLC, Wells Fargo Investments LLC, Citigroup Global Markets Inc. and CitiCorp Investment Services. Lusine holds Series 6, 7, 63, and 65 licenses.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/16/2024 - Present
LPL Financial LLC (WOODLAND HILLS CA)
CA
01/03/2011 - 02/04/2013
WELLS FARGO ADVISORS, LLC (ENCINO CA)
CA
06/24/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GLENDALE CA)
CA
02/05/2008 - 06/04/2010
WELLS FARGO ADVISORS, LLC (GLENDALE CA)
NY
05/29/2007 - 12/19/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
05/22/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 01/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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