Resumes
Resumes
Founder And Chief Executive Officer
View pageLocation:
70 south Lake Ave, Pasadena, CA 91101
Industry:
Financial Services
Work:
Views From the Lake
Host and Blogger
Lake Avenue Financial
Founder and Chief Executive Officer
Chalekian Wealth Management Oct 1997 - Apr 2014
Lpl Branch Manager and Financial Advisor
Host and Blogger
Lake Avenue Financial
Founder and Chief Executive Officer
Chalekian Wealth Management Oct 1997 - Apr 2014
Lpl Branch Manager and Financial Advisor
Education:
Pepperdine Graziadio Business School 1999 - 2001
Bachelors, Bachelor of Science, Management Pepperdine University
A.g.b.u. Demirdjian High School
Bachelors, Bachelor of Science, Management Pepperdine University
A.g.b.u. Demirdjian High School
Skills:
Investments
Wealth Management
Management
Strategic Financial Planning
Finance
Portfolio Management
Financial Planning
Banking
Financial Services
Retirement Planning
Financial Advisory
Investment Strategies
Mutual Funds
Tax
Securities
Insurance
Business Planning
Small Business
Estate Planning
Strategy
Retirement
Mergers and Acquisitions
Executive Management
Accounting
Fixed Annuities
Financial Analysis
Investment Advisory
Financial Modeling
Risk Management
Personal Financial Planning
Strategic Consulting
Valuation
Entrepreneurship
Stocks
Corporate Finance
Municipal Bonds
Mortgage Lending
Investment Management
Data Analysis
Due Diligence
Auditing
Investment Banking
Multi Generational Wealth Transfer
Entrepreneur
Bonds
Alternative Investments
Wealth Management
Management
Strategic Financial Planning
Finance
Portfolio Management
Financial Planning
Banking
Financial Services
Retirement Planning
Financial Advisory
Investment Strategies
Mutual Funds
Tax
Securities
Insurance
Business Planning
Small Business
Estate Planning
Strategy
Retirement
Mergers and Acquisitions
Executive Management
Accounting
Fixed Annuities
Financial Analysis
Investment Advisory
Financial Modeling
Risk Management
Personal Financial Planning
Strategic Consulting
Valuation
Entrepreneurship
Stocks
Corporate Finance
Municipal Bonds
Mortgage Lending
Investment Management
Data Analysis
Due Diligence
Auditing
Investment Banking
Multi Generational Wealth Transfer
Entrepreneur
Bonds
Alternative Investments
Interests:
Sports and A Nice Scotch
I Enjoy Great Food
Health
Children
Environment
Education
Photography
Science and Technology
Human Rights
Civil Rights and Social Action
Poverty Alleviation
Disaster and Humanitarian Relief
Fine Wine
Social Services
Economic Empowerment
Traveling
Politics
Animal Welfare
Arts and Culture
I Enjoy Great Food
Health
Children
Environment
Education
Photography
Science and Technology
Human Rights
Civil Rights and Social Action
Poverty Alleviation
Disaster and Humanitarian Relief
Fine Wine
Social Services
Economic Empowerment
Traveling
Politics
Animal Welfare
Arts and Culture
Languages:
English
Armenian
Armenian
Certifications:
General Securities Principal - Series 24
Registered Investment Adviser - Series 65
General Securities Representative - Series 7
Uniform Securities Agent - Series 63
Investment Company Products Representative - Series 6
Resident Insurance Producer
Non-Resident Insurance Producer
Certified Estate Plannerâ„¢ (Cepâ®)
License 0C21322
License 680872
Certified Estate Planner™ (Cep®)
Finra
California Department of Insurance, License 0C21322
Nevada Division of Insurance, License 680872
National Institute of Certified Estate Planners
Registered Investment Adviser - Series 65
General Securities Representative - Series 7
Uniform Securities Agent - Series 63
Investment Company Products Representative - Series 6
Resident Insurance Producer
Non-Resident Insurance Producer
Certified Estate Plannerâ„¢ (Cepâ®)
License 0C21322
License 680872
Certified Estate Planner™ (Cep®)
Finra
California Department of Insurance, License 0C21322
Nevada Division of Insurance, License 680872
National Institute of Certified Estate Planners