Unclaimed
Sarin Anoush Barsoumian is a financial advisor at LPL Financial LLC. Sarin has been in the industry since 2005 and has experience with both Ameriprise Financial Services and IDS Life Insurance Company. Sarin is registered with the state of Massachusetts as a registered representative and investment advisor representative. Sarin is also a Certified Financial Planner and holds the Series 66, Series 7 and SIE licenses. Sarin is a seasoned financial advisor committed to providing personalized financial guidance to clients.
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
MA
05/07/2009 - Present
LPL Financial LLC (BURLINGTON MA)
MA
10/07/2005 - 05/07/2009
AMERIPRISE FINANCIAL SERVICES, INC. (WALTHAM MA)
MN
10/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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