Unclaimed
Michael Lazari Karapetian is an investment advisor representative with Lazari Capital Management, Inc. in Woodland Hills, California. Michael Lazari Karapetian has been in the industry since 1997 and has a strong track record of success in providing financial planning and investment management services to individuals, families, and small businesses. Michael Lazari Karapetian has experience with a range of investment strategies and is committed to providing personalized and customized financial solutions. Lazari Capital Management, Inc. specializes in providing fee-based money management services, and they are committed to helping their clients achieve their financial goals.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
03/23/2017 - Present
Lazari Capital Management, Inc. (WOODLAND HILLS CA)
CA
09/26/2008 - 12/01/2021
KOVACK SECURITIES INC. (WOODLAND HILLS CA)
CA
06/27/2007 - 09/26/2008
MORGAN PEABODY, INC. (WOODLAND HILLS CA)
CA
11/03/2003 - 06/22/2007
BROOKSTREET SECURITIES CORPORATION (WOODLAND HILLS CA)
MA
02/13/2001 - 11/04/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
06/15/2000 - 02/12/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
08/30/1999 - 06/01/2000
WM FINANCIAL SERVICES, INC. (IRVINE CA)
PA
10/21/1998 - 07/02/1999
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
11/11/1997 - 10/21/1998
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
MA
07/28/1997 - 10/17/1997
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/1997 - 10/17/1997
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2022
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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