Unclaimed
Oren Cabir is an investment advisor representative registered with Kayne Anderson Rudnick Investment Management, LLC, located in Los Angeles, CA. Oren Cabir has been in the securities industry since 2012, specializing in providing financial planning services and managing portfolios for individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
12/01/2022 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
CA
08/03/2020 - 10/27/2022
CNR SECURITIES, LLC (BEVERLY HILLS CA)
CA
02/12/2018 - 03/02/2020
CNR SECURITIES, LLC (BEVERLY HILLS CA)
CA
02/07/2017 - 02/01/2018
CITY NATIONAL SECURITIES, INC. (LOS ANGELES CA)
CA
10/10/2012 - 01/03/2017
HAPOALIM SECURITIES USA, INC. (LOS ANGELES CA)
BC
Issued 12/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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