Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Anelia? Claim Your ProfileAnelia Kaloferova is a financial advisor with Raymond James Financial Services Advisors, Inc. with over 17 years of experience in the industry. Anelia is registered to provide investment advisory services in Oregon and Texas. Anelia's firm provides a wide range of investment services, including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OR
05/26/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
05/08/2012 - 05/27/2022
D.A. DAVIDSON & CO. (LAKE OSWEGO OR)
OR
09/28/2005 - 07/01/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ASHLAND OR)
NY
09/07/2001 - 02/07/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/09/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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