Unclaimed
Paul Nalbandian is a financial professional with over 35 years of experience in the industry. Paul is currently registered with U.S. Bancorp Investments, Inc. in San Diego, California, offering investment advisory and brokerage services. Paul has a wide range of experience, holding registrations with various firms in the past, including LPL Financial LLC, UVEST Financial Services Group, Inc., Citicorp Investment Services, CAL FED INVESTMENTS, DB ALEX. BROWN LLC, DEAN WITTER REYNOLDS INC., WELLS FARGO SECURITIES INC., FIRST INTERSTATE INVESTMENTS, INC., MARKETING ONE SECURITIES, INC., GNA SECURITIES, INC., and FIRST INTERREGIONAL EQUITY CORP.. Paul is a highly qualified professional with expertise in municipal securities, investment company products/variable contracts, general securities, and options. Paul is committed to providing high-quality financial services to clients.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
CA
07/27/2021 - Present
U.s. Bancorp Investments, Inc. (San Diego CA)
AZ
07/24/2017 - 07/30/2021
LPL FINANCIAL LLC (SCOTTSDALE AZ)
CA
10/08/2009 - 07/17/2017
LPL FINANCIAL LLC (SAN DIEGO CA)
NC
04/07/2005 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
07/13/2000 - 04/01/2005
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
11/11/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
MD
02/18/2000 - 08/04/2000
DB ALEX. BROWN LLC (BALTIMORE MD)
NY
02/08/1999 - 02/16/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
11/19/1993 - 11/19/1998
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NA
06/19/1996 - 09/20/1996
FIRST INTERSTATE INVESTMENTS,INC.
OR
01/20/1992 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
VA
07/31/1987 - 01/10/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
05/29/1985 - 07/20/1987
FIRST INTERREGIONAL EQUITY CORP.
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/14/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 09/10/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/13/1987
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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