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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svetlana? Claim Your ProfileSvetlana Koltun is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Svetlana has been in the industry since 2002. Svetlana provides portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and selection of other advisors. Svetlana is registered with the state of Colorado, as well as numerous other states. Svetlana has a strong background in the industry, having previously worked for UBS Financial Services Inc. and Citigroup Global Markets Inc. Svetlana Koltun's expertise in financial services can help you achieve your financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
05/02/2022 - Present
Raymond James Financial Services Advisors, Inc. (Fort Collins CO)
CO
10/19/2007 - 01/29/2014
UBS FINANCIAL SERVICES INC. (FORT COLLINS CO)
CO
03/07/2000 - 10/30/2007
CITIGROUP GLOBAL MARKETS INC. (FORT COLLINS CO)
BC
Issued 12/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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