Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Galina? Claim Your ProfileGalina Kolossovsky is a financial advisor with over 20 years of experience in the industry. Currently, Galina is a registered representative with Private Advisor Group, LLC. She is also a registered investment advisor with Monarch Wealth Management, LLC. Galina offers a wide range of services to her clients, including financial planning, portfolio management, and insurance sales. She is dedicated to providing personalized financial advice to help her clients reach their financial goals.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NY
04/12/2024 - Present
Private Advisor Group, LLC (Rochester NY)
NY
05/04/2017 - 04/26/2024
RBC CAPITAL MARKETS, LLC (ROCHESTER NY)
NY
10/01/2012 - 03/17/2017
J.P. MORGAN SECURITIES LLC (PITTSFORD NY)
NY
05/09/2001 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PITTSFORD NY)
IA
Issued 03/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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