Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eduard? Claim Your ProfileEduard Simkhayev is a financial professional with over 16 years of experience in the industry. He is currently registered with Wells Fargo Clearing Services, LLC, and is licensed to provide investment advisory services in New Jersey, New York, and Texas. Eduard has a wide range of experience in the financial services industry, having previously worked at Morgan Stanley, John Thomas Financial, UBS Securities LLC, and Citigroup Global Markets Inc. He is also licensed as an Investment Advisor Representative in New Jersey, New York, and Texas. Eduard specializes in working with high-net-worth individuals, corporations, and other businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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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2
NY
02/24/2017 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
03/20/2013 - 02/27/2017
MORGAN STANLEY (NEW YORK NY)
NY
12/15/2010 - 12/21/2012
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
07/05/2006 - 05/20/2009
UBS SECURITIES LLC (NEW YORK NY)
NY
12/13/2005 - 06/19/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 04/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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