Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yelena? Claim Your ProfileYelena Peshko is a registered representative with Raymond James & Associates, Inc. Yelena has been in the industry since June 2013 and is registered in Florida. Yelena's previous experience was with Morgan Stanley. Yelena has also passed the Series 66, Series 7, Series 9, Series 10, Series 24 and SIE exams. Yelena offers a wide range of services to clients including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
FL
10/26/2015 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/04/2013 - 10/19/2015
MORGAN STANLEY (TAMPA FL)
BOTH
Issued 11/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/21/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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