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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Romina? Claim Your ProfileRomina Salehian is a financial advisor with Equitable Advisors, LLC. Romina has been active in the financial industry since March 2023 and is registered to provide investment advisory services in California. Romina's background includes working with AssetMark Brokerage, LLC in Encino, CA prior to joining Equitable Advisors. Romina holds both Series 63 and Series 65 licenses along with Series 6TO and the SIE. Romina also provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals. Romina's previous employment history includes working for Maybe Crazy in Irvine, CA, Rubio Real Estate in Fullerton, CA, AssetMark Financial Holdings, Inc. in Encino, CA, CSUF in Fullerton, CA, Mission Viejo High School in Mission Viejo, CA and AssetMark Brokerage, LLC in Encino, CA.
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
08/29/2024 - Present
Equitable Advisors, LLC (LOS ANGELES CA)
CA
08/22/2023 - 08/19/2024
ASSETMARK BROKERAGE, LLC (Encino CA)
BC
Issued 02/28/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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