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Felicia A Voloschin

Life's Business, Inc.

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About Felicia A Voloschin

Felicia Voloschin is a financial advisor with Life's Business, Inc. Felicia has been in the financial services industry since 1998. Felicia holds the following licenses: Series 6, Series 7, Series 63 and Series 65. Felicia is also a Certified Financial Planner. Felicia specializes in providing financial planning and portfolio management services to individuals. Felicia also provides tax and business consulting advice through Life's Business Tax and Consulting Services, Inc. Felicia is a registered investment advisor with the state of Georgia. Felicia currently works in the Atlanta, GA office of Life's Business, Inc..

Firm Information

Felicia Voloschin is currently registered with Life's Business, Inc.. Life's Business, Inc. is an investment advisor with 1 investment adviser representative. The firm has approximately $4,072,455 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals. The firm has 2 high net worth individuals and 1 individual other than high net worth as clients.

$4.07M

Assets Under Management

2

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Felicia Voloschin’s Registration & Firm History

GA

03/23/2010 - Present

Life's Business, Inc. (ATLANTA GA)

NY

07/31/1998 - 05/25/2001

AXA ADVISORS, LLC (NEW YORK NY)

NY

07/31/1998 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/1999

Series 7 - General Securities Representative Examination

BC

Issued 07/30/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Felicia A Voloschin.
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