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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicken? Claim Your ProfileVicken Ekmekjian is a financial advisor who has been in the industry since 2003. Vicken Ekmekjian is registered with Cibc Private Wealth Advisors, Inc. Vicken Ekmekjian holds a Series 7 and a Series 63 license. Vicken Ekmekjian has experience working with a variety of clients, including individuals, corporations, and institutions. Vicken Ekmekjian is a Chartered Financial Analyst (CFA). Vicken Ekmekjian specializes in portfolio management, financial planning, and selection of other advisors. Vicken Ekmekjian is currently registered in Arizona, California, Nevada and Washington.
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.
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.
Strategic management for diversified investment portfolios.
Index provider
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
04/17/2023 - Present
Cibc Private Wealth Advisors, Inc. (San Francisco CA)
TX
12/07/2007 - 03/26/2009
INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)
NY
02/28/2005 - 12/07/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
NY
02/17/2003 - 12/01/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 03/05/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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