Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ekaterina? Claim Your ProfileEkaterina Slepkova is an investment advisor representative with Rockefeller Financial LLC. Ekaterina is registered in 34 states as a broker and 2 states as an investment advisor. Ekaterina is a licensed professional with experience in the financial industry since 2019. Ekaterina's previous employers include Wells Fargo Clearing Services, LLC, and Truist Investment Services, Inc. Ekaterina is a highly experienced advisor who is dedicated to helping clients achieve their financial goals.
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.
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
FL
06/16/2023 - Present
Rockefeller Financial LLC (WINTER PARK FL)
FL
09/21/2021 - 06/23/2023
TRUIST INVESTMENT SERVICES, INC. (WINTER PARK FL)
FL
06/27/2019 - 09/08/2021
WELLS FARGO CLEARING SERVICES, LLC (WINTER PARK FL)
BOTH
Issued 06/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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