Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gene? Claim Your ProfileGene Pokhozhay is a financial advisor registered with Fidelity Personal And Workplace Advisors and is located in WESTLAKE, TX. Gene Pokhozhay has been in the financial services industry since 2014 and is currently licensed to advise clients in 52 states. Gene Pokhozhay is a registered representative of FINRA and has passed the Series 7, Series 6, Series 63, and Series 66 exams. In the past Gene Pokhozhay worked at J.P. MORGAN SECURITIES LLC and has a range of experience in financial 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.
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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2
TX
08/16/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
02/18/2015 - 04/05/2022
J.P. MORGAN SECURITIES LLC (KATY TX)
CA
01/27/2014 - 11/12/2014
J.P. MORGAN SECURITIES LLC (PORTER RANCH CA)
BOTH
Issued 10/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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