Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Feliks? Claim Your ProfileFeliks Reytblat is a financial advisor with LPL Financial LLC, a firm that manages more than $50 billion in assets and has over 168,000 clients. Feliks has been a registered financial advisor since 2000 and holds Series 7 and Series 66 licenses. Feliks has worked with several financial firms and is experienced in providing financial advice to individuals, businesses, and charitable organizations. Besides his advisory role, Feliks also provides tax preparation 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/21/2021 - Present
LPL Financial LLC (PASADENA CA)
CA
12/22/2010 - 07/21/2021
WADDELL & REED (PASADENA CA)
CA
02/16/2007 - 01/15/2009
MML INVESTORS SERVICES, INC. (WESTLAKE VILLAGE CA)
CA
08/03/2004 - 01/08/2007
AXA ADVISORS, LLC (LOS ANGELES CA)
NY
10/10/2002 - 08/17/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
01/08/2002 - 10/14/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/08/2002 - 10/14/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
12/08/2000 - 01/07/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/08/2000 - 01/07/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
10/20/2000 - 11/27/2000
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 08/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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