Paniz Raeisi, financial advisor Los Angeles CA

Paniz Raeisi

CRD Number: 6497496
Current Firm: City National Securities, Inc.

Paniz Raeisi (CRD# 6497496) is an Investment Advisor Representative working at City National Securities, Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Los Angeles, CA Jul 2019 - Current 2
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
Barry J. Fisher Insurance Marketing Woodland Hills, CA Aug 2007 - Feb 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2015
S65 NASAA Investment Advisors Law Examination Sep 2017
Contact Info for Paniz Raeisi
Phone Number: 310-888-6400
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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