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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Pasawan? Claim Your ProfilePasawan Kiatnimitra Hernandez is a financial advisor with Geneos Wealth Management, Inc., and has been in the industry since 1993. Pasawan is a Certified Financial Planner™ professional, and is licensed to offer investment advisory services in several states, including California, Georgia, Hawaii, Maryland, and Rhode Island. Pasawan has experience with various financial products and services, including investment management for individuals and businesses, financial planning, and pension consulting. Pasawan specializes in working with individuals, corporations, charitable organizations, and high-net-worth clients. Pasawan's firm has approximately 21,260 client accounts and over $5 billion in assets under management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
06/14/2023 - Present
Geneos Wealth Management, Inc. (San Gabriel CA)
CA
10/25/2017 - 06/13/2023
SAGEPOINT FINANCIAL, INC. (SAN GABRIEL CA)
CA
07/13/2005 - 10/27/2017
NATIONAL PLANNING CORPORATION (SAN GABRIEL CA)
AZ
04/01/1997 - 07/18/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
04/20/1994 - 03/24/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
AZ
08/09/1993 - 01/12/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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