Unclaimed
Alina Pshenichnaya is a financial professional with a strong focus on providing expert advice and guidance to clients. Alina holds the Series 7TO and Series 63 licenses as well as the Securities Industry Essentials Examination (SIE). Alina currently works at Charles Schwab & Co., Inc. in Lone Tree, Colorado. Alina is registered to provide investment advice and services in all 50 states.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
04/13/2023 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 04/24/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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