Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Veronica? Claim Your ProfileVeronica Klebanova is an investment advisor representative with Captrust. Veronica is also a Certified Financial Planner. Veronica has been in the financial industry for over 10 years, and has held positions at several firms including Circle Advisers, Inc., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FCE Group, and CAPTRUST. Veronica is registered with the state of New York, North Carolina and Texas. Veronica provides a wide range of financial planning services to individual and institutional clients. Veronica is also a published author and speaker on financial topics.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
06/13/2019 - Present
Captrust (Lake Success NY)
Active
Inactive
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