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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Svetoslav? Claim Your ProfileSvetoslav Yanachkov is a financial advisor with Morgan Stanley. Svetoslav is a registered representative in 53 states, including Texas and California. Svetoslav has been in the financial industry since December 13, 2019. Before joining Morgan Stanley, Svetoslav worked for E*TRADE SECURITIES LLC. Svetoslav specializes in providing asset allocation advice, financial planning, pension consulting, and educational seminars. Svetoslav is also registered as an Investment Advisor Representative.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
09/28/2023 - Present
Morgan Stanley (Menlo Park CA)
CA
11/17/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Menlo Park CA)
CA
12/06/2019 - 11/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN MATEO CA)
BOTH
Issued 01/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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