Unclaimed
Nishan Ohannes Partamian is a Registered Representative and Investment Advisor Representative, currently associated with Trinity Asset Management Co. Nishan has over 25 years of experience in the financial services industry and has held previous positions with MARKS, MCBROOM SECURITIES, INC. and FIRST UNION SECURITIES FINANCIAL NETWORK, INC.. Nishan holds the Series 63, 65, and 7 licenses and is registered in California.
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.
Guidance on pension options to ensure a secure financial future.
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.
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CA
01/16/2025 - Present
Trinity Asset Management Co. (LOS ANGELES CA)
CA
07/03/2001 - 12/02/2003
MARKS, MCBROOM SECURITIES, INC. (LOS ANGELES, CA)
MO
02/15/1996 - 09/05/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
IA
Issued 03/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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