Unclaimed
Rabin Hourizzadeh Hekmati is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Rabin has been in the industry since 2014. Rabin is licensed to provide investment advisory services in California and is also a registered representative. Rabin offers financial planning services, portfolio management for individuals and businesses, and pension consulting. Rabin is also licensed to sell insurance and is a 50% owner of LA Jewelbox, a jewelry business.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
06/16/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LOS ANGELES CA)
CA
08/22/2018 - 04/08/2022
CETERA INVESTMENT SERVICES LLC (BEVERLY HILLS CA)
CA
09/14/2017 - 07/17/2018
CITIGROUP GLOBAL MARKETS INC. (LOS ANGELES CA)
CA
08/14/2014 - 08/23/2017
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
IA
Issued 06/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2016
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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