Unclaimed
Narek Mnatsakanian is a financial professional with over 10 years of experience in the industry. Narek is currently registered as an Investment Advisor Representative with City National Securities, Inc. Narek's previous experience includes a role with J.P. Morgan Securities LLC. Narek holds the Series 6, 7, 63 and 66 securities licenses. Narek's current registrations include California and New York. Narek is dedicated to providing financial guidance and services to individuals, businesses, and institutions. Narek's focus is on providing a customized approach to financial planning, portfolio management, and investment advisory 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.
A percentage of the total value of assets under management is charged.
Mutual fund fees, broker fees & transaction fees
1
2
CA
04/19/2024 - Present
City National Securities, Inc. (LOS ANGELES CA)
CA
07/28/2014 - 05/12/2015
J.P. MORGAN SECURITIES LLC (VAN NUYS CA)
BOTH
Issued 03/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/28/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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