Unclaimed
Vitaly Umansky is a financial professional with over 20 years of experience in the industry. Vitaly is currently registered with Seaport Global Securities LLC in Costa Mesa, California. Vitaly holds the Series 7, 86, 87, and SIE licenses and is registered with the state of California. Vitaly previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, New York.
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.
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.
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2
CA
08/01/2023 - Present
Seaport Global Securities LLC (Costa Mesa CA)
NY
11/06/2002 - 06/28/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/12/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2023
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/31/2023
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/12/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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