Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raffi? Claim Your ProfileRaffi Paul Moroukian is a financial advisor at LPL Financial LLC, a well-established firm that manages over $50 billion in assets. With over 5 years of experience in the financial services industry, Raffi Paul Moroukian is dedicated to providing personalized financial advice to a diverse range of clients. This includes individuals, families, businesses, and retirement plans. Raffi Paul Moroukian holds the Series 7TO, Series 63, and Series 65 licenses and is registered to offer financial services in several states, including New York, Texas, Arizona, California, Colorado, Connecticut, Florida, Maine, New Jersey, North Carolina, Oklahoma, Rhode Island, Virginia, and Washington. The financial advisor is also active in several community organizations and is committed to providing back to the community.
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.
Consulting and other non-discretionary advisory services
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.
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NY
06/14/2023 - Present
LPL Financial LLC (ALBANY NY)
NY
01/16/2020 - 06/01/2020
MERCER ALLIED COMPANY, L.P. (ALBANY NY)
BC
Issued 07/24/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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