Paniz Raeisi (CRD# 6497496) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 8 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| City National Bank | Los Angeles, CA | Jul 2019 - Current | 4 |
| Tiaa | Los Angeles, CA | Dec 2018 - Jul 2019 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Los Angeles, CA | Dec 2018 - Jul 2019 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Santa Monica,, CA | Apr 2017 - Nov 2018 | 1 |
| Farmers Financial Solutions, LLC | Agoura Hills, CA | May 2015 - Apr 2017 | 1 |
| Borden Hamman Insurance Marketing | Plano, TX | Feb 2013 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2015 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2017 |
- CA
-
Total Assets Under Management1,490MILLIONS
-
Total Number of Accounts2,126ACCOUNTS
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Average Account Value$700,934
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, HI, LA, MA, NJ, NV, NY, OH, PA, TX, WA
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