Unclaimed
Stanislav Velikov is a financial professional with over 14 years of experience in the industry. Stanislav has a broad range of experience across several firms, including Jefferies LLC, UBS Securities LLC, Caris & Company, Inc. and Collins Stewart LLC. Stanislav is currently registered with Wells Fargo Securities, LLC and holds a variety of licenses and certifications, including Series 7, Series 63, Series 82TO, Series 52TO, Series 6TO, Series 22TO, Series 86, Series 87, Series 99TO and SIE. Stanislav is licensed to provide investment advice in all states of the United States.
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.
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.
1
2
CA
10/25/2022 - Present
Wells Fargo Securities, LLC (SAN FRANCISCO CA)
CA
05/21/2012 - 11/16/2022
JEFFERIES LLC (SAN FRANCISCO CA)
NY
07/28/2011 - 05/01/2012
UBS SECURITIES LLC (NEW YORK NY)
CA
05/11/2010 - 07/01/2011
CARIS & COMPANY, INC. (SAN FRANCISCO CA)
CA
08/21/2008 - 03/22/2010
COLLINS STEWART LLC. (SAN FRANCISCO CA)
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2009
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 12/22/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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