Unclaimed
Vitaliy Kukhta is a financial advisor at Wells Fargo Clearing Services, LLC with over 15 years of experience in the industry. Vitaliy has a broad range of experience having worked previously with Stifel, Nicolaus & Company, Incorporated and Wells Fargo Advisors, LLC. Vitaliy holds multiple licenses including Series 7, 9, 10 and 63, which allows Vitaliy to provide a full suite of financial services to clients.
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.
Investment consulting services to institutional clients
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.
1
2
NC
03/30/2016 - Present
Wells Fargo Clearing Services, LLC (CHAPEL HILL NC)
NC
01/06/2014 - 03/09/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (RALEIGH NC)
NC
08/19/2008 - 12/23/2013
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
BC
Issued 12/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/30/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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