Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oleksa? Claim Your ProfileOleksa Kyj is a financial professional with over 20 years of experience in the industry. Oleksa is currently registered with Stifel, Nicolaus & Company, Inc. in Pennsylvania and Texas. Before joining Stifel, Nicolaus & Company, Inc., Oleksa was registered with Morgan Stanley, Citigroup Global Markets Inc. and UBS Financial Services Inc. Oleksa is also a board member for the Ukrainian Heritage School. Oleksa's specializations include retirement planning, mutual funds, stocks, bonds, and ETFs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
07/09/2021 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
06/01/2009 - 12/05/2012
MORGAN STANLEY (PHILADELPHIA PA)
PA
11/25/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NJ
01/21/2004 - 12/20/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NJ
12/04/2000 - 07/29/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 02/28/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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