Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Regina? Claim Your ProfileRegina Onkst is a financial advisor with Ameriprise Financial Services, LLC, where she has been employed since March 2020. Regina has been in the financial industry since 1984 and holds Series 7, Series 63 and Series 65 licenses. Regina also holds the Certified Financial Planner designation. Before joining Ameriprise Financial Services, LLC, Regina worked for UBS Financial Services Inc. Regina is registered to provide investment advice and securities services in multiple states, including Florida, Kentucky, Texas, and more.
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.
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2
FL
03/09/2018 - Present
Ameriprise Financial Services, LLC (Alachua FL)
KY
05/20/2009 - 03/20/2018
UBS FINANCIAL SERVICES INC. (LOUISVILLE KY)
KY
04/02/2007 - 05/21/2009
MORGAN STANLEY & CO. INCORPORATED (LOUISVILLE KY)
KY
10/27/2006 - 04/02/2007
MORGAN STANLEY DW INC. (LOUISVILLE KY)
KY
01/04/1999 - 10/31/2006
A. G. EDWARDS & SONS, INC. (LOUISVILLE KY)
NY
01/30/1997 - 12/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/03/1993 - 02/14/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
11/10/1989 - 10/14/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
04/11/1988 - 12/12/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
11/14/1984 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
09/25/1984 - 10/22/1984
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
IA
Issued 11/21/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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