Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatyana? Claim Your ProfileTatyana Kozlovska is an Investment Advisor Representative at Canopy 360 Wealth, LLC, located in Ocala, Florida. Tatyana is registered with the state of Florida and holds a Series 65 license. Tatyana has been in the industry since November 2022. Canopy 360 Wealth, LLC specializes in providing financial planning and portfolio management services to individuals and families. The firm has approximately $315,848,608 in assets under management.
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.
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.
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FL
07/25/2023 - Present
Canopy 360 Wealth, LLC (OCALA FL)
IA
Issued 03/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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