Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petya? Claim Your ProfilePetya Kaloferova is a financial advisor at Morgan Stanley. Petya has been working in the financial industry since 2018. Petya has a wide range of experience, including working at Nuveen Securities, LLC and J.P. Morgan Securities LLC. Petya is registered as a broker-dealer in 53 states and an investment advisor in 2 states. Petya holds several licenses, including Series 7, Series 6, Series 63, and Series 65. Petya specializes in providing financial planning, investment management, and asset allocation advice to a variety of clients. Petya is also registered with FINRA and is a member of the Investment Company Institute. Petya's main office is located at 233 South Wacker Drive, Suite 8600, Chicago, IL 60606.
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
IL
04/02/2020 - Present
Morgan Stanley (Chicago IL)
IL
04/03/2019 - 09/05/2019
NUVEEN SECURITIES, LLC (CHICAGO IL)
IL
05/18/2018 - 03/28/2019
J.P. MORGAN SECURITIES LLC (NORTHBROOK IL)
IA
Issued 07/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2018
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
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