Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vartan? Claim Your ProfileVartan Simon Telian is a financial advisor with over 30 years of experience in the industry. He is currently registered with Western International Securities, Inc., where he has been since 2009. Previously, Vartan has held positions with Morgan Stanley & Co. Incorporated, UBS Financial Services Inc., RBC Dain Rauscher Inc., Sutro & Co. Incorporated, Smith Barney Inc., Lehman Brothers Inc., and Oppenheimer & Co., Inc. Vartan is registered as a registered representative (RR) and Investment Advisor Representative (IAR) in the state of California. His areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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CA
02/17/2009 - Present
Western International Securities, Inc. (Westlake Village CA)
CA
05/11/2007 - 02/17/2009
MORGAN STANLEY & CO. INCORPORATED (LOS ANGELES CA)
CA
04/24/2003 - 05/25/2007
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
NY
03/09/2002 - 08/21/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CA
05/06/1996 - 03/09/2002
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
NY
07/31/1993 - 05/06/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
04/21/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/26/1993 - 04/20/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
11/11/1992 - 01/27/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/04/1992 - 10/01/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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