Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yeghishe? Claim Your ProfileYeghishe Ayvazyan is a financial advisor with over 20 years of experience in the industry. Yeghishe is currently registered with Osaic Institutions, Inc. and has been with the firm since January 2017. Yeghishe has previously worked with First Brokerage America, L.L.C. and WM Financial Services, Inc. Yeghishe holds a Series 6, 7, and 66 licenses and is licensed to provide financial advice in California, Florida, Maryland, Massachusetts, Nevada, New Jersey, Oregon, Texas, and Washington. Yeghishe's primary focus is on providing financial planning and investment advice to individuals and corporations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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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2
CA
01/19/2017 - Present
Osaic Institutions, Inc. (Beverly Hills CA)
CA
07/13/2004 - 01/27/2017
FIRST BROKERAGE AMERICA, L.L.C. (BEVERLY HILLS CA)
CA
03/22/2004 - 05/24/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
AZ
01/02/2003 - 05/16/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 08/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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