Profile
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.
Former positions of Dale V. Sefarian
| Companies | Position | End |
|---|---|---|
| Prudential Securities | Corporate Officer/Principal | 29/03/1999 |
| Painewebber Group, Inc. | Corporate Officer/Principal | 30/12/1986 |
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. | Portfolio Manager-Equities | 02/11/2010 |
Training of Dale V. Sefarian
| Eastern Michigan University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 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 |
- Stock Market
- Insiders
- Dale V. Sefarian