Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svetlana? Claim Your ProfileSvetlana Kaploun is a registered representative with Osaic Wealth, Inc. in CAPE MAY, NJ. Svetlana Kaploun is also an Investment Advisor Representative. Svetlana Kaploun has been in the financial industry since August 9, 2018. Svetlana Kaploun previously worked at Securities America, Inc. Svetlana Kaploun holds a Series 66, Series 7, and SIE licenses. Svetlana Kaploun specializes in working with high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Svetlana Kaploun's current firm offers advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
06/14/2024 - Present
Osaic Wealth, Inc. (CAPE MAY NJ)
NJ
02/06/2023 - 06/14/2024
SECURITIES AMERICA, INC. (CAPE MAY NJ)
NJ
08/07/2018 - 02/02/2023
SECURITIES AMERICA, INC. (CAPE MAY NJ)
BOTH
Issued 06/29/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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