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Vlastimir Zivkov

Avantax Investment Services, Inc.

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About Vlastimir Zivkov

Vlastimir Zivkov is a registered representative with Avantax Investment Services, Inc. in Parma, OH. Vlastimir has been in the financial services industry since February 4, 2006. Vlastimir has also held previous positions at MML Investors Services, LLC, MSI Financial Services, Inc., Chase Investment Services Corp., The Huntington Investment Company, Morgan Stanley DW Inc. and Wall Street Investments, Inc.

Firm Information

Vlastimir Zivkov is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Vlastimir Zivkov’s Registration & Firm History

OH

02/28/2019 - Present

Avantax Investment Services, Inc. (Parma OH)

OH

03/25/2017 - 11/01/2017

MML INVESTORS SERVICES, LLC (CLEVELAND OH)

OH

10/20/2010 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (BROADVIEW HEIGHTS OH)

OH

08/15/2007 - 04/15/2010

CHASE INVESTMENT SERVICES CORP. (PARMA OH)

OH

07/11/2006 - 08/07/2007

THE HUNTINGTON INVESTMENT COMPANY (PARMA OH)

NY

04/14/2004 - 06/01/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

OH

02/20/2004 - 04/30/2004

WALL STREET INVESTMENTS, INC. (EUCLID OH)

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Licenses & Designations

IA

Issued 05/26/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/11/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2017

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 02/19/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Vlastimir Zivkov. Review regulatory record here.
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