Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oxana? Claim Your ProfileOxana Lichinsky is a financial advisor with Global Retirement Partners LLC. Oxana has been in the financial industry since 2007, and holds Series 6, 7, 63, and 65 licenses. Oxana specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Oxana is a dedicated professional committed to providing high-quality financial advice to her 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.
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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CA
10/13/2024 - Present
Global Retirement Partners LLC (Long Beach CA)
IA
10/23/2007 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 04/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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