Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elena? Claim Your ProfileElena Tashlitsky is a financial advisor affiliated with UBS Financial Services Inc. with over 15 years of experience in the financial services industry. Elena is registered with FINRA and holds multiple licenses including Series 7, 63, and 66. Elena has previously been affiliated with UBS Securities LLC. Her office is located at 3 Manhattanville Road, Suite 210 in Purchase, New York. She also works from a branch office in Tarrytown, New York.
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.
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.
See schedule d - miscellaneous
1
2
NY
12/01/2023 - Present
UBS Financial Services Inc. (Purchase NY)
NY
10/01/2007 - 01/14/2013
UBS SECURITIES LLC (NEW YORK NY)
BOTH
Issued 12/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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