Unclaimed
Slavyana Khegay is an investment advisor representative at Raymond James & Associates, Inc. Slavyana has been in the industry since 2013 and holds the Series 66, Series 7 and SIE licenses. Slavyana previously worked at MORGAN STANLEY and UBS FINANCIAL SERVICES INC.. Slavyana provides financial planning, pension consulting, educational seminars and portfolio management for businesses and individuals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
11/30/2023 - Present
Raymond James & Associates, Inc. (Hallandale Beach FL)
NY
09/28/2016 - 12/13/2023
MORGAN STANLEY (New York NY)
NY
09/25/2013 - 09/22/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 10/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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