Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Olga? Claim Your ProfileOlga Khaitova is a financial advisor with over six years of experience in the industry. Olga is currently registered with Morgan Stanley and holds a Series 7TO, Series 6, Series 63, and Series 66 license. Previously, Olga worked as a financial advisor with Fidelity Brokerage Services LLC, Morgan Stanley, and JP Morgan Securities LLC. Olga's areas of specialization include financial planning, pension consulting, and portfolio management. Olga provides services for a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, and charitable organizations. Olga has a strong track record of success in helping her clients achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
12/09/2022 - Present
Morgan Stanley (Aventura FL)
NH
09/20/2021 - 11/25/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
CA
02/06/2019 - 08/24/2021
MORGAN STANLEY (San Francisco CA)
CA
06/30/2017 - 02/05/2019
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 11/18/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Olga Khaitova is the right advisor for you? Invested Better is here to help.
