Paniz
Raeisi
City National Securities, Inc
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About this Advisor
Paniz Raeisi is a financial advisor working out of Los Angeles, California who has 4 years of relevant experience. Raeisi is an advisor for City National Securities, Inc. The advisor has gained experience at Farmers Financial Solutions, LLC, Borden Hamman Insurance Marketing, Merrill Lynch, Pierce, Fenner & Smith Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC and City National Bank. Raeisi has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. City National Securities, Inc is a financial advisory firm that has its headquarters in Los Angeles, CA. The company has offices in 18 locations and a total of 48 people on staff. It has $2 billion in assets between its 2,278 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 22 charities and foundations. Of its 2,278 customer accounts, 15% belong to high-net-worth investors who have more than $1 million in investable assets. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. However, fees billed by City National Securities, Inc likely are comprised of any blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,513,277,680
48
2,278
$664,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Paniz Raeisi Work History
Paniz has been registered as a financial advisor for 4 years.*
City National Bank
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Farmers Financial Solutions, LLC
Borden Hamman Insurance Marketing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Paniz Raeisi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
Los Angeles, CA
Los Angeles, CA
Walnut Creek, CA
Los Angeles, CA
Irvine, CA
San Francisco, CA
Los Angeles, CA
Las Vegas, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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