Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oksana? Claim Your ProfileOksana Poznakhovska is a financial professional with over 20 years of experience in the industry. Oksana is currently registered with Sanctuary Advisors, LLC in Indiana. Oksana has held previous positions at a number of firms including CAIS Capital LLC, Cadaret, Grant & Co., Inc., Pershing Advisor Solutions LLC, Ladenburg Thalmann & Co. Inc., Royal Alliance Associates, Inc., and Morgan Stanley DW Inc. Oksana is also a Series 66, Series 24 and Series 7 licensed representative. Oksana specializes in providing financial advice and portfolio management services to individuals, corporations, and high net worth clients.
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.
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2
IN
02/06/2024 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
NY
01/13/2022 - 09/08/2022
CAIS CAPITAL LLC (NEW YORK NY)
NY
05/26/2021 - 01/03/2022
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NJ
03/06/2020 - 01/21/2021
PERSHING ADVISOR SOLUTIONS LLC (JERSEY CITY NJ)
NY
09/22/2015 - 04/22/2019
LADENBURG THALMANN & CO. INC. (New York NY)
AZ
01/11/2007 - 10/05/2015
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
02/01/2002 - 09/01/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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