Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatyana? Claim Your ProfileTatyana Peshko is a financial advisor with Morgan Stanley. She is a registered representative in Florida and Texas. Tatyana has over 10 years of experience in the financial services industry. She has held previous roles at Wells Fargo Advisors, LLC, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Ameriprise Financial Services, Inc. Tatyana is dedicated to providing her clients with personalized financial advice and guidance. She holds a variety of licenses and certifications, including the Series 7, 10, 9, 66 and SIE. Tatyana is committed to helping her clients achieve their 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.
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
FL
05/27/2021 - Present
Morgan Stanley (Tampa FL)
CA
11/18/2011 - 10/03/2016
WELLS FARGO ADVISORS, LLC (LOS ANGELES CA)
CA
06/01/2009 - 12/12/2011
MORGAN STANLEY SMITH BARNEY (LOS ANGELES CA)
FL
11/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
FL
01/01/2008 - 11/06/2008
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 05/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/20/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Tatyana Peshko is the right advisor for you? Invested Better is here to help.
