Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tatyana? Claim Your ProfileTatyana Roshko is a financial advisor with Raymond James Financial Services Advisors, Inc. Tatyana has been in the financial services industry since 2010. Tatyana has experience with a variety of firms, including J.P. MORGAN SECURITIES LLC, WELLS FARGO ADVISORS, LLC, BASIS FINANCIAL, LLC, and CHASE INVESTMENT SERVICES CORP. Tatyana is licensed in Florida and specializes in providing financial planning, portfolio management, and pension consulting services.
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
FL
05/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (Ft. Lauderdale FL)
FL
02/04/2016 - 05/08/2019
J.P. MORGAN SECURITIES LLC (Miami FL)
FL
02/29/2012 - 08/18/2014
WELLS FARGO ADVISORS, LLC (FORT LAUDERDALE FL)
FL
12/17/2010 - 02/17/2012
BASIS FINANCIAL, LLC (N. MIAMI BEACH FL)
NY
05/17/2010 - 10/22/2010
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
IA
Issued 02/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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