Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Spaska? Claim Your ProfileSpaska Georgieva Boyanova is an investment advisor representative at Morgan Stanley. Spaska has over 7 years of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC. Spaska holds a Series 7TO, Series 6, Series 63, and Series 65 licenses. Spaska has a range of specializations including asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management. Spaska is registered in 30 states and has a firm understanding of the financial markets.
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
VA
02/24/2023 - Present
Morgan Stanley (Williamsburg VA)
VA
09/02/2016 - 03/02/2023
WELLS FARGO CLEARING SERVICES, LLC (WILLIAMSBURG VA)
IA
Issued 10/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2016
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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