Unclaimed
Volha Paleichyk ravich is a financial professional with over 7 years of experience in the industry. Volha is currently registered with MML Investors Services, LLC and holds multiple licenses including Series 66, Series 53, Series 4, Series 24, Series 52TO, SIE, and Series 7. Volha has previously held positions at Capital One Investing, LLC and Capital One Investment Services LLC. Volha specializes in providing financial advice to individuals, corporations, and pension and profit-sharing plans. Volha has a strong background in asset allocation, financial planning, and portfolio management. Volha's experience and knowledge make her a valuable resource for clients seeking comprehensive financial advice.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
09/04/2018 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
NY
02/18/2015 - 08/17/2016
CAPITAL ONE INVESTING, LLC (MELVILLE NY)
NY
10/31/2011 - 01/30/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MELVILLE NY)
BOTH
Issued 04/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/25/2019
Series 4 - Registered Options Principal Examination
BC
Issued 10/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/16/2019
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Volha Paleichyk ravich is the right advisor for you? Invested Better is here to help.