Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oksana? Claim Your ProfileOksana Doncila is an investment advisor representative registered with Empower Advisory Group, LLC and has been in the industry since 2000. Oksana has a Series 7, Series 10, Series 24, Series 31 and Series 66 securities license and is a Certified Financial Planner. Previously, Oksana was employed at Wells Fargo Clearing Services, LLC, Curian Clearing, LLC, Charles Schwab & Co., Inc., Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Oksana's firm provides financial planning, educational seminars, and portfolio management for individuals.
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.
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.
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CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
CO
01/04/2017 - 09/10/2020
WELLS FARGO CLEARING SERVICES, LLC (ENGLEWOOD CO)
CO
07/19/2012 - 05/19/2016
CURIAN CLEARING, LLC (DENVER CO)
CO
12/03/2009 - 07/02/2012
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
CO
06/01/2009 - 11/06/2009
MORGAN STANLEY SMITH BARNEY (CENTENNIAL CO)
CO
02/13/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CENTENNIAL CO)
MA
03/15/2000 - 11/20/2003
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 03/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/24/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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