Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vasil? Claim Your ProfileVasil Halchev is an investment advisor representative at LPL Financial LLC. Vasil has been in the industry for several years. Vasil Halchev is registered in California, Texas and holds Series 7TO, SIE and Series 66 licenses. Vasil is also registered in California as an investment advisor. Vasil Halchev currently works at the LOS ANGELES, CA branch office of LPL Financial LLC. Vasil Halchev has experience working with high net worth individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
12/03/2024 - Present
LPL Financial LLC (LOS ANGELES CA)
BOTH
Issued 09/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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