Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shavkat? Claim Your ProfileShavkat Sultanbekov is a financial advisor with over 12 years of experience in the financial services industry. Shavkat currently works at Janney Montgomery Scott LLC. Shavkat holds the Series 7, Series 63, and SIE licenses. Prior to Janney Montgomery Scott LLC, Shavkat worked at Duncan-Williams, Inc. Shavkat specializes in working with a variety of clients including individuals, corporations, pension and profit sharing plans, insurance companies, charitable organizations, and state or municipal government entities.
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.
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.
Fee plus commission
1
2
PA
11/20/2012 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
TN
08/16/2010 - 08/21/2012
DUNCAN-WILLIAMS, INC. (MEMPHIS (SHELBY) TN)
BC
Issued 12/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Shavkat Sultanbekov is the right advisor for you? Invested Better is here to help.
