Unclaimed
Narine Avanesova is an investment advisor representative with UMB Financial Services, Inc. Narine is registered with the state of Colorado and Kansas. Narine is experienced in providing financial planning and portfolio management services to individuals and businesses. Narine has been in the industry since 2019. She holds a Series 7, Series 63, Series 65, and SIE. Narine is also a licensed investment advisor representative. Narine is committed to providing her clients with the highest level of service and professionalism.
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
CO
08/13/2019 - Present
UMB Financial Services, Inc. (DENVER CO)
BC
Issued 08/30/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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