Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melisa? Claim Your ProfileMelisa Bahmanyar is an investment advisor representative with over 20 years of experience in the financial industry. Melisa is currently registered with HSBC Securities (USA) Inc. and has held previous roles with H.D. VEST INVESTMENT SERVICES and BANC OF AMERICA INVESTMENT SERVICES, INC. Melisa's expertise includes securities, insurance, and banking products and services. Melisa is licensed in numerous states, including California, Illinois, New York, North Carolina, and Texas. Melisa's commitment to providing clients with comprehensive financial advice is demonstrated by her extensive experience and dedication to the industry.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
03/09/2020 - Present
Hsbc Securities (usa) Inc. (BEVERLY HILLS CA)
CA
12/14/2009 - 02/27/2012
H.D. VEST INVESTMENT SERVICES (LOS ANGELES CA)
CA
07/21/2000 - 11/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (ENCINO CA)
BOTH
Issued 10/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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