Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oleg? Claim Your ProfileOleg Katrikh is a financial professional with over 27 years of experience in the financial services industry. Oleg is currently registered with Blackridge Asset Management, LLC as an Investment Advisor Representative. Previously, Oleg was registered with GOLD COAST SECURITIES, INC. and NEBS FINANCIAL SERVICES, INC. Oleg holds several securities licenses including Series 7, 6, 24, 51, 63, 66, SIE, and 99TO. Oleg is a highly experienced advisor who is committed to providing his clients with the highest level of service and expertise.
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.
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
FL
06/03/2024 - Present
Blackridge Asset Management, LLC (JUPITER FL)
CA
11/11/2004 - 05/31/2024
GOLD COAST SECURITIES, INC. (Burbank CA)
OH
11/03/2003 - 11/04/2004
NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)
AZ
03/06/1997 - 11/07/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 07/19/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/19/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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