Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evgenia? Claim Your ProfileEvgenia Kazakov is a financial advisor with Wells Fargo Clearing Services, LLC. Evgenia has been in the industry since 2002 and is registered with the following states: Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Montana, Nevada, New Mexico, New York, North Carolina, Oregon, Texas, Utah, Virginia, and Washington. Evgenia specializes in working with individual clients, families, and corporations. Evgenia's areas of expertise include financial planning, portfolio management, and investment consulting services.
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.
1
2
WA
10/14/2022 - Present
Wells Fargo Clearing Services, LLC (VANCOUVER WA)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/08/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Evgenia Kazakov is the right advisor for you? Invested Better is here to help.
