Unclaimed
Gennady Zavilevich is a financial advisor with over 20 years of experience in the industry. Gennady is currently registered with Bluefin Capital Management, LLC, a firm that provides financial services to individual and institutional clients. Prior to joining Bluefin, Gennady has held positions with Bluefin Trading, LLC, Turning Point Securities, LLC, AXA Advisors, LLC, and CitiCorp Investment Services. Gennady holds several securities licenses, including the Series 7, Series 6, Series 24, and Series 63. Gennady is also licensed as an Investment Advisor Representative. Gennady has a proven track record of providing clients with personalized financial advice and investment solutions.
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.
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.
1
2
FL
05/09/2007 - Present
Bluefin Capital Management, LLC (Fort Lauderdale FL)
NY
09/26/2003 - 08/30/2006
BLUEFIN TRADING, LLC (NEW YORK NY)
NY
09/26/2003 - 01/09/2004
BLUEFIN TRADING, LLC (NEW YORK NY)
IL
04/22/2003 - 12/11/2003
TURNING POINT SECURITIES, LLC (CHICAGO IL)
NY
01/31/2001 - 06/06/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
03/14/2000 - 01/26/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 02/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq PHLX LLC
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