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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Felix? Claim Your ProfileFelix Zelyeny is a financial advisor with over 20 years of experience in the industry. Felix currently works at Osaic Wealth, Inc. based in Beverly Hills, California. Felix has a proven track record of success in providing financial planning and investment advice to individuals, families, and businesses. Felix specializes in providing a comprehensive range of financial services, including portfolio management, retirement planning, and estate planning. Prior to joining Osaic Wealth, Inc. Felix worked at Sagepoint Financial, Inc., Voya Financial Advisors, Inc. and Centaurus Financial, Inc. Felix is committed to helping clients achieve their financial goals and is dedicated to providing personalized service and expert advice.
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.
A percentage of the total value of assets under management is charged.
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CA
09/01/2023 - Present
Osaic Wealth, Inc. (BEVERLY HILLS CA)
CA
01/04/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BEVERLY HILLS CA)
CA
01/03/2006 - 12/31/2015
VOYA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
CA
08/20/2001 - 12/31/2005
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
GA
09/27/2000 - 08/27/2001
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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