Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yelena? Claim Your ProfileYelena Kalashnikova is a financial professional with over 13 years of experience in the financial services industry. Yelena has a strong background in investment advisory services and has worked with several reputable firms, including JPMorgan Chase Bank, J.P. Morgan Securities LLC, Wescom Financial Services, LLC, and currently, CUSO Financial Services, LP. Yelena is licensed in 24 states and holds the Series 6, 7, 63, and 66 licenses, along with the SIE exam. Yelena is also registered as an investment advisor representative in California and Texas. Yelena provides a range of financial services, including financial planning, portfolio management, and pension consulting. Yelena is dedicated to helping her clients achieve their financial goals.
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.
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.
1
2
CA
01/13/2023 - Present
Cuso Financial Services, LP (Pasadena CA)
CA
02/03/2017 - 02/06/2023
WESCOM FINANCIAL SERVICES (SHERMAN OAKS CA)
CA
10/01/2012 - 02/16/2017
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
03/24/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SHERMAN OAKS CA)
BOTH
Issued 05/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yelena Kalashnikova is the right advisor for you? Invested Better is here to help.
