Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilya? Claim Your ProfileIlya Katsman is a financial advisor with UMB Financial Services, Inc. Ilya is a registered representative with the firm, working in the Kansas City area. Ilya Katsman has been in the industry since 2007, joining UMB Financial Services, Inc. in 2015. Previously, Ilya was associated with CU INVESTMENT SOLUTIONS LLC and PALOMA SECURITIES L.L.C.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
04/09/2015 - Present
UMB Financial Services, Inc. (KANSAS CITY MO)
ME
10/15/2008 - 02/27/2015
CU INVESTMENT SOLUTIONS LLC (PORTLAND ME)
CT
11/08/2005 - 02/13/2007
PALOMA SECURITIES L.L.C. (GREENWICH CT)
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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