Aaron GarabedianCRD Number: 6184068
Current Firm: Cetera Investment Advisers LLC
Compensation Model: Both
Aaron Garabedian (CRD# 6184068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fresno, CA.
For many, understanding every aspect of personal finance can be daunting. From investments to retirement, the decisions can be overwhelming.
That’s where we come in.
Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.
Your personal financial goals are what we strive to reach with a customized approach that adapts as your life does. We work with you to create a mutually beneficial and respected long-term relationship.
For more information about my firm and our services, please call. We would enjoy learning more about your goals and dreams.
We provide assistance in the following areas:
- Retirement Plans
- Tax Plans
- 401(k) Planning
- 403(b) Planning
- College Plans
- Estate Plans
- Money Purchasing Plans
- Profit Sharing Plans
- Common Stock
- Educational IRA
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Brokerage Accounts
- Treasury Bills
- Government Securities
- Treasury Notes
Diversified Wealth Management Solutions, LLC
Scf Investment Advisors, Inc.
Pathways Advisory Group, Inc.
|Blue Oak Wealth Management||Fresno, CA||Mar 2014 - Current||4|
|Cetera Financial Specialists||Schaumburg, IL||Aug 2013 - Current||4|
|Cetera Investment Advisors||Schaumburg, IL||Aug 2013 - Current||4|
|The Garabedian Group, Inc.||Fresno, CA||Jun 2009 - Current||8|
|Abaci & Garabedian||Fresno, CA||Aug 2008 - May 2009||< 1|
|Deloitte & Touche Usa, LLP||Fresno, CA||Sep 2007 - Jun 2008||< 1|
|Abaci & Garabedian||Fresno, CA||Jan 2007 - Sep 2007||< 1|
|Csu Fresno / Fresno City College||Fresno, CA||Aug 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Aug 2013|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management7,816MILLIONS
Total Number of Accounts41,288ACCOUNTS
Average Account Value$189,310
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Securities and advisory services offered through Registered Representatives of Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera is under separate ownership from any other named entity.
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