Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zvart? Claim Your ProfileZvart Potoukian is a financial advisor with Morgan Stanley, a well-known firm managing over $1 trillion in assets. Zvart has been in the industry since 1990 and has a broad range of experience, including working at Wells Fargo Advisors, LLC and Wells Fargo Investments, LLC. Zvart specializes in working with high-net-worth individuals and families, as well as corporations, insurance companies, and charitable organizations. Zvart's expertise includes asset allocation advice, financial planning, portfolio management, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/24/2020 - Present
Morgan Stanley (Cupertino CA)
CA
01/03/2011 - 10/10/2011
WELLS FARGO ADVISORS, LLC (SANTA CLARA CA)
CA
05/22/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA CLARA CA)
CA
05/02/2001 - 05/03/2006
WELLS FARGO INVESTMENTS, LLC (SANTA CLARA CA)
CA
11/19/1993 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
OR
03/30/1992 - 11/19/1993
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
CA
03/07/1989 - 06/25/1990
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
IA
Issued 08/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/13/2000
Series 12 - NYSE Branch Manager Examination
BC
Issued 02/16/1999
Series 4 - Registered Options Principal Examination
BC
Issued 07/09/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Zvart Potoukian is the right advisor for you? Invested Better is here to help.
