Perfil
Prior to joining Hollencrest in 1999, Mr. Sefarian began his career as a stockbroker with Paine Webber, in Newport Beach in 1984.
In 1987 he joined Prudential Securities in Newport Beach , in the position of Senior Vice President of Investments.
Mr. Sefarian attended Eastern Michigan University , receiving a Bachelor of Science Degree in Communications and Marketing in 1972.
He is a Registered Representative with the National Association of Securities Dealers ("NASD"), having attained multiple Series Designations administered by that organization.
Antiguos cargos conocidos de Dale V. Sefarian.
| Empresas | Cargo | Fin |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 30/03/1999 |
| Painewebber Group, Inc. | Corporate Officer/Principal | 31/12/1986 |
Hollencrest Capital Management LLC
 Hollencrest Capital Management LLC Investment ManagersFinance Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners. | Gestor de Cartera-Acciones | 03/11/2010 |
Formación de Dale V. Sefarian.
| Eastern Michigan University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 3 |
|---|---|
Hollencrest Capital Management LLC
Hollencrest Capital Management LLC Investment ManagersFinance Hollencrest Capital Management LLC (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Newport Beach, California. The firm was founded in 1999 as Hollencrest Securities LLC. HCM offers a range of wealth management and investment advisory services for individuals, families, high net-worth and affluent clients, trusts and estates, corporate pension and profit-sharing plans, retirement accounts, other employee benefit plans governed under ERISA, non-profit entities, foundations and endowments, institutional entities, and business owners. | Finance |
| Painewebber Group, Inc. | Finance |
| Prudential Securities | Finance |
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