Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Igor? Claim Your ProfileIgor Zey is a financial professional with over 30 years of experience in the financial services industry. Igor is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. Igor is currently registered with TLG Advisors, Inc. in California. Igor has previously worked with The Leaders Group, Inc., Ogilvie Security Advisors Corporation, AXA Advisors, LLC, and The Equitable Life Assurance Society of the United States. Igor specializes in a variety of financial planning services including financial planning, portfolio management, and pension consulting. Igor has a proven track record of success in helping clients achieve 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.
Placement of institutional funds
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.
1
2
CO
01/14/2016 - Present
TLG Advisors, Inc. (LITTLETON CO)
CO
09/21/2010 - 04/01/2011
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
11/02/2007 - 11/06/2008
OGILVIE SECURITY ADVISORS CORPORATION (LOS ANGELES CA)
CA
02/14/1983 - 09/25/2007
AXA ADVISORS, LLC (LOS ANGELES CA)
NY
02/14/1983 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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