Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitriy? Claim Your ProfileDmitriy Kogan is a financial professional with over 12 years of experience in the securities industry. Dmitriy is currently registered with Credit Suisse Securities (usa) LLC and UBS Securities LLC. Dmitriy has a strong background in investment management, with expertise in municipal securities and general securities. Dmitriy has a Series 7, Series 52TO, Series 99TO, and SIE licenses, as well as a Series 63 license. Dmitriy is registered in 51 states and the District of Columbia. Prior to joining Credit Suisse Securities (usa) LLC, Dmitriy was employed by UBS Financial Services Inc. Dmitriy is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs.
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.
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.
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.
Transaction-based fee
1
2
NY
08/23/2023 - Present
Credit Suisse Securities (usa) LLC (NEW YORK NY)
NJ
04/24/2018 - 10/03/2023
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 05/24/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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