Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svetlana? Claim Your ProfileSvetlana Bilsky is a financial professional with over 20 years of experience in the financial services industry. Svetlana has a wide range of experience having worked for both David M Polen Securities, LLC and TD Waterhouse Investor Services, Inc. Svetlana currently works for Foreside Funds Distributors LLC and holds a Series 63, Series 7, Series 9, and SIE licenses. Svetlana is registered in 51 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.
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2
FL
08/04/2016 - Present
Foreside Funds Distributors LLC (BOCA RATON FL)
FL
07/03/2006 - 09/30/2010
DAVID M POLEN SECURITIES, LLC (BOCA RATON FL)
NE
02/08/1999 - 06/26/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NE
06/08/1998 - 07/31/1998
WATERHOUSE SECURITIES, INC. (OMAHA NE)
BC
Issued 05/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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