Unclaimed
Saba Jahanian is a financial advisor with LPL Financial LLC, based in Santa Monica, California. Saba is a registered representative and investment advisor, providing a wide range of financial services to individuals and families. Saba has been in the financial services industry since 2011 and has held previous roles at Morgan Stanley and Merrill Lynch. Saba Jahanian is a dedicated financial advisor, committed to helping clients reach their financial goals.
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.
1
2
CA
07/19/2023 - Present
LPL Financial LLC (SANTA MONICA CA)
CA
02/03/2016 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (SANTA MONICA CA)
CA
03/30/2012 - 02/05/2016
MORGAN STANLEY (WOODLAND HILLS CA)
CA
12/23/2010 - 01/31/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
BOTH
Issued 01/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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