Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oksana? Claim Your ProfileOksana Pogrebenko is a registered representative at Morgan Stanley in PURCHASE, NY. Oksana has been in the industry since 2021 and has passed the General Securities Representative Examination (Series 7TO) and Securities Industry Essentials Examination (SIE). Oksana has a current registration with FINRA and is also registered with the state of Florida. Oksana has experience working with a variety of clients, including individuals, corporations, investment clubs, and insurance companies. Oksana's specialties include asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
09/27/2022 - Present
Morgan Stanley (PURCHASE NY)
NY
11/04/2021 - 06/14/2022
MORGAN STANLEY (New York NY)
BC
Issued 11/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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