Unclaimed
Ruben Tarkhanyan is a financial advisor with Edward Jones. Ruben has been in the financial services industry since 2012 and is registered with FINRA as a Registered Representative. Ruben is also a Registered Investment Advisor in Texas and California. He has earned the Certified Financial Planner designation.
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.
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.
See schedule d - miscellaneous
1
2
CA
09/05/2023 - Present
Edward Jones (ORANGE CA)
CA
07/19/2023 - 09/05/2023
LPL FINANCIAL LLC (ANTIOCH CA)
CA
04/03/2019 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (ANTIOCH CA)
CA
01/24/2018 - 08/30/2018
ASSETMARK BROKERAGE, LLC (CONCORD CA)
CA
10/01/2012 - 12/07/2017
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
CA
02/15/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN FRANCISCO CA)
BOTH
Issued 09/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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