Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svetlana? Claim Your ProfileSvetlana Will is a financial professional with over 20 years of experience in the industry. Svetlana is currently registered with J.P. Morgan Securities LLC and has previously held positions at CHASE INVESTMENT SERVICES CORP. and BANC ONE SECURITIES CORPORATION. Svetlana holds a Series 6, Series 7TO, and Series 66 license. Svetlana is able to provide investment advice to both individuals and businesses. Svetlana is also a registered investment advisor in Ohio and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
08/01/2024 - Present
J.p. Morgan Securities LLC (POWELL OH)
OH
07/06/2005 - 12/31/2008
CHASE INVESTMENT SERVICES CORP. (POWELL OH)
IL
06/19/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2001
Series 6 - Investment Company Products/Variable Contracts 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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