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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vadim? Claim Your ProfileVadim Lovinsky is a financial advisor with Fidelity Personal And Workplace Advisors. Vadim Lovinsky has been in the financial services industry since April 2002. Vadim Lovinsky holds Series 7 and Series 66 licenses and has been registered with the state of Illinois since August 2022. Vadim Lovinsky is also registered with the state of Texas since April 2023. Vadim Lovinsky has experience with a wide range of financial services, including individual investment management, business investment management, and financial planning.
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.
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.
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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2
IL
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (HIGHLAND PARK IL)
IL
12/08/2021 - 06/01/2022
FIFTH THIRD SECURITIES, INC. (GURNEE IL)
IL
07/26/2021 - 11/30/2021
OPPENHEIMER & CO. INC. (CHICAGO IL)
IL
10/01/2012 - 07/06/2021
J.P. MORGAN SECURITIES LLC (SKOKIE IL)
IL
01/22/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SKOKIE IL)
IL
11/21/2003 - 01/20/2009
SIGMA FINANCIAL CORPORATION (VERNON HILLS IL)
NY
07/30/2001 - 06/18/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/15/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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