Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitriy? Claim Your ProfileDmitriy Katsnelson is an Investment Advisor Representative at Wealthspire Advisors. Dmitriy has been in the financial services industry since 2005. Dmitriy holds the Series 7, Series 65 and SIE licenses. Dmitriy has experience working with high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Dmitriy is a specialist in financial planning, pension consulting, and the selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
01/05/2021 - Present
Wealthspire Advisors (Potomac MD)
SC
12/22/2014 - 05/26/2015
LPL FINANCIAL LLC (FORT MILL SC)
IA
Issued 09/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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