Unclaimed
Igor Fastov is an investment advisor representative with over 20 years of experience in the financial services industry. Igor has been registered with the Financial Industry Regulatory Authority (FINRA) since 2001. Igor is a Series 66, Series 7 and Series 31 license holder. Igor is currently registered with UBS Financial Services Inc. Igor specializes in portfolio management for individuals, portfolio management for businesses, pension consulting, financial planning and educational seminars. Prior to joining UBS Financial Services Inc., Igor was an investment advisor representative with Morgan Stanley.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
09/22/2023 - Present
UBS Financial Services Inc. (FLORHAM PARK NJ)
NJ
05/23/2014 - 10/04/2023
MORGAN STANLEY (Florham Park NJ)
NJ
11/17/2006 - 05/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FLORHAM PARK NJ)
NJ
12/11/2001 - 11/20/2006
MORGAN STANLEY DW INC. (MORRISTOWN NJ)
NY
03/05/2001 - 11/01/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
BOTH
Issued 03/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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