Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irina? Claim Your ProfileIrina Zubov is a financial advisor currently working at Capitol Securities Management, Inc. Irina has been in the financial services industry since September 2006 and is licensed in both Massachusetts and Virginia. Irina also holds several industry certifications, including the Series 7, 63, 24, 27, 65, and 99 exams. Irina has experience working with a variety of clients, including individuals, trusts, and corporations. In addition to her work at Capitol Securities Management, Inc., Irina also provides notary public 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
08/05/2022 - Present
Capitol Securities Management, Inc. (Boston MA)
MA
03/23/2021 - 03/18/2022
NATIONAL SECURITIES CORPORATION (BOSTON MA)
MA
09/19/2006 - 04/16/2021
WINSLOW, EVANS & CROCKER, INC. (BOSTON MA)
MA
05/01/2007 - 12/31/2014
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
IA
Issued 09/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 11/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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