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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veniamin? Claim Your ProfileVeniamin Malakh is a financial advisor with Cetera Investment Advisers LLC. Veniamin has been in the industry since 2006 and has experience working with various financial institutions, including H.D. Vest Investment Services and World Group Securities, Inc. Veniamin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63, and Series 65 licenses. Veniamin provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
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
NJ
09/03/2010 - Present
Cetera Investment Advisers LLC (LYNDHURST NJ)
NJ
02/12/2007 - 08/25/2010
H.D. VEST INVESTMENT SERVICES (PASSAIC NJ)
NY
08/01/2006 - 02/14/2007
WORLD GROUP SECURITIES, INC. (NEW YORK NY)
IA
Issued 9/4/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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