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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anastasia? Claim Your ProfileAnastasia Tashlitsky is a financial advisor with &partners, located in Lake Forest, IL. Anastasia has been in the industry for over 8 years and holds a Series 66, Series 24, and Series 7TO license. Anastasia has experience working with individuals, corporations, and pension and profit-sharing plans. &partners is an independent wealth management firm with approximately $1 billion to $10 billion in assets under management. The firm specializes in providing financial planning, portfolio management, and other investment advisory services.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IL
09/13/2024 - Present
&partners (Lake Forest IL)
IL
08/08/2022 - 07/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE FOREST IL)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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