Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Petya? Claim Your ProfilePetya Balevska is a financial advisor who has been in the industry since April 22, 2007. Petya is currently registered with Ameriprise Financial Services, LLC. Petya is registered as an Investment Advisor Representative (IAR) in several states, including District of Columbia, Maryland, Texas, and Virginia. Petya also holds several securities licenses, including Series 7 and Series 66. Petya has experience providing financial advice to individuals, businesses, and trusts. Petya offers a variety of financial services, including financial planning, asset allocation, portfolio management, and educational seminars. Petya is committed to providing personalized financial advice to help clients reach 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.
Asset allocation services
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.
1
2
MD
12/03/2013 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
VA
01/10/2007 - 05/27/2010
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
BOTH
Issued 02/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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