Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexey? Claim Your ProfileAlexey Caswell-yatsenko is a financial advisor with RHS Financial, LLC in San Francisco, California. Alexey holds Series 7, 63 and 66 licenses and has over 9 years of experience in the financial services industry. Alexey has also earned the CFP and CFA designations, and is a member of the Advisory Board for Electus Global Education Co., Inc. In addition to financial planning and portfolio management, Alexey also provides educational seminars and selection of other advisors services. Alexey has worked at Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc in the past. Alexey is a well-rounded financial advisor with a diverse background and a strong commitment to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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CA
12/12/2018 - Present
RHS Financial, LLC (SAN FRANCISCO CA)
CA
10/21/2015 - 12/24/2018
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
CA
12/17/2013 - 10/27/2015
CHARLES SCHWAB & CO., INC. (WALNUT CREEK CA)
BOTH
Issued 04/04/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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