Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitriy? Claim Your ProfileDmitriy Bgatov is an investment advisor representative at LPL Financial LLC. He is registered in California and Texas. Dmitriy has been in the industry since June 29, 2012. Previously, Dmitriy was an investment advisor representative at Ameriprise Financial Services, LLC, from September 1, 2017 to March 28, 2023 and at Edward Jones, from June 7, 2013 to September 5, 2017. He also worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated from June 29, 2012 to June 5, 2013. Dmitriy has passed the Series 66, Series 7, and SIE exams.
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.
Consulting and other non-discretionary advisory services
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.
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CA
03/23/2023 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
09/01/2017 - 03/28/2023
AMERIPRISE FINANCIAL SERVICES, LLC (SAN DIEGO CA)
CA
06/07/2013 - 09/05/2017
EDWARD JONES (SAN DIEGO CA)
CA
06/29/2012 - 06/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 08/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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