Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petia? Claim Your ProfilePetia Moutaftchieva is a registered investment advisor representative with Hilltop Securities Inc. She has been working in the financial industry since 2013 and has a diverse background in securities and investment advising. Petia has a strong foundation in municipal finance, having passed the Series 50 and Series 52 exams. She is also licensed to provide securities and investment advisory services through her Series 66 and Series 7 registrations. Petia's experience with UBS Financial Services Inc. and First Southwest Company, LLC has provided her with a broad understanding of the financial markets and the needs of various clients. Petia is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
12b-1 fees
1
2
TX
10/09/2018 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
11/06/2014 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (Dallas TX)
TX
06/24/2013 - 11/06/2014
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 12/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 10/08/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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