Profil
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.
Anciens postes connus de Dale V. Sefarian
| Sociétés | Poste | Fin |
|---|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/03/1999 |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Corporate Officer/Principal | 31/12/1986 |
Hollencrest Capital Management LLC
Hollencrest Capital Management LLC Investment ManagersFinance HCM has developed a portfolio management approach that is based upon Modern Portfolio Theory, and in which the firm works with clients to assess the kind and amount of expected risk and return that are believed reasonable based upon the client’s circumstances. The firm incorporates a wide range of data and attributes in conducting its analysis for the purposes of asset allocation and security selection. | Gestionnaire de Portefeuille-Actions | 03/11/2010 |
Formation de Dale V. Sefarian
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Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Prudential Securities
Prudential Securities Investment Banks/BrokersFinance Provides brokerage services | Finance |
Hollencrest Capital Management LLC
Hollencrest Capital Management LLC Investment ManagersFinance HCM has developed a portfolio management approach that is based upon Modern Portfolio Theory, and in which the firm works with clients to assess the kind and amount of expected risk and return that are believed reasonable based upon the client’s circumstances. The firm incorporates a wide range of data and attributes in conducting its analysis for the purposes of asset allocation and security selection. | Finance |
Painewebber Group, Inc.
Painewebber Group, Inc. Investment Banks/BrokersFinance Provides services in connection with the purchase and sale of securities, and option contracts | Finance |
Eastern Michigan University
Eastern Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















