Unclaimed
Eunice Oleksiw is an investment advisor representative with Crito Capital LLC, a firm that provides non-discretionary advisory services to individuals and businesses. Eunice has worked in the financial industry since 2008 and is registered in Connecticut. Eunice holds Series 7, 24, and 63 licenses, as well as the SIE exam and the Compliance Officer exam. She also previously worked at Titus Rockefeller, LLC, LPL Financial LLC, and Citigroup Global Markets Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary services
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.
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2
CT
01/30/2018 - Present
Crito Capital LLC (WESTPORT CT)
CT
02/25/2015 - 12/14/2018
TITUS ROCKEFELLER, LLC (WESTPORT CT)
CT
03/31/2014 - 01/20/2015
LPL FINANCIAL LLC (WESTPORT CT)
CT
11/06/2000 - 01/22/2007
CITIGROUP GLOBAL MARKETS INC. (WESTPORT CT)
BC
Issued 05/18/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 12/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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