Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tsvetelina? Claim Your ProfileTsvetelina Elkova Georgiev is a financial advisor who has been in the industry since 2006. Tsvetelina is currently registered with Raymond James & Associates, Inc. Previously, Tsvetelina was registered with T. Rowe Price Investment Services, Inc., Park Avenue Securities LLC and Gunnallen Financial, Inc. Tsvetelina has passed the Series 63, Series 65, Series 7, Series 52TO, Series 4, Series 24, Series 53 and SIE exams. Tsvetelina is also a managing partner at Inspire Holdings LLC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/20/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
09/07/2010 - 09/18/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
FL
03/15/2010 - 08/06/2010
PARK AVENUE SECURITIES LLC (TAMPA FL)
MI
11/02/2006 - 04/21/2008
GUNNALLEN FINANCIAL, INC (WATERFORD MI)
IA
Issued 01/15/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2017
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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