Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oleg? Claim Your ProfileOleg Zaytsev is an investment advisor representative with Fidelity Personal And Workplace Advisors. Oleg has been in the industry since 2011 and has experience with various firms including PNC Investments, Morgan Stanley, and E*TRADE Securities LLC. Oleg is registered with the state of New Jersey as an Investment Advisor Representative and is licensed to sell securities in California, Connecticut, Florida, Georgia, Massachusetts, New Jersey, New York, North Carolina, and Pennsylvania. Oleg has a broad range of specializations and experience in various financial planning and investment services.
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.
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2
NJ
12/15/2023 - Present
Fidelity Personal AND Workplace Advisors (MORRISTOWN NJ)
NJ
07/11/2023 - 08/24/2023
PNC INVESTMENTS (AVENEL NJ)
NJ
03/17/2023 - 08/03/2023
MORGAN STANLEY (Morristown NJ)
NJ
01/29/2013 - 08/03/2023
E*TRADE SECURITIES LLC (MORRISTOWN NJ)
NY
06/27/2012 - 01/24/2013
E*TRADE SECURITIES LLC (NEW YORK NY)
NJ
09/15/2011 - 06/28/2012
MORGAN STANLEY SMITH BARNEY (RIDGEWOOD NJ)
NY
03/07/2011 - 05/25/2011
OLYMPIA ASSET MANAGEMENT,LTD. (NEW YORK NY)
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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