Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larysa? Claim Your ProfileLarysa Smykovskaya is a financial advisor at Fidelity Personal and Workplace Advisors. Larysa has been in the financial services industry since 2005. Larysa specializes in providing financial planning, portfolio management, and educational seminars for individuals and businesses. She is registered with the Securities and Exchange Commission (SEC) and has passed the Series 6, 7, 63, and 66 exams. Larysa is also a licensed insurance professional.
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.
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
CA
12/04/2019 - Present
Fidelity Personal AND Workplace Advisors (PALO ALTO CA)
NJ
12/02/2015 - 03/23/2018
TD PRIVATE CLIENT WEALTH LLC (Bernardsville NJ)
PA
04/20/2005 - 01/07/2008
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 02/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Larysa Smykovskaya is the right advisor for you? Invested Better is here to help.
