Unclaimed
Vitali Nazlymov is an investment advisor representative at UBS Financial Services Inc. based in Bethesda, MD. Vitali has been in the securities industry since 2002 and has held various positions at firms such as Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Vitali holds Series 7, Series 31, Series 66, and SIE licenses and is registered in multiple states. Vitali also owns and operates a fencing school called Nazlymov Fencing.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MD
12/16/2013 - Present
UBS Financial Services Inc. (BETHESDA MD)
MD
06/01/2009 - 11/15/2013
MORGAN STANLEY (BETHESDA MD)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BETHESDA MD)
MD
09/27/2002 - 04/02/2007
MORGAN STANLEY DW INC. (BETHESDA MD)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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