Unclaimed
Vahe Patatanyan is a registered representative with HSBC Securities (USA) Inc. and has been in the financial services industry since November 2020. Vahe holds a Series 63, Series 6TO, and SIE licenses and is registered in California. Vahe specializes in providing asset allocation recommendations, selecting other advisors, and portfolio management for pooled investment vehicles and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/13/2020 - Present
Hsbc Securities (usa) Inc. (BEVERLY HILLS CA)
BC
Issued 01/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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