Unclaimed
Zakelina Pasko is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Zakelina has been in the financial industry since 2011. Zakelina is a Series 6, Series 63, and Series 6TO licensed professional. Zakelina has a history of working with several other firms including J.P. Morgan Securities LLC and M&T Securities, Inc. Zakelina Pasko has provided financial services to clients in both New York and Washington D.C.
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.
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.
Investment consulting services to institutional clients
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.
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2
DC
03/06/2024 - Present
Wells Fargo Clearing Services, LLC (WASHINGTON DC)
DC
03/07/2023 - 06/14/2023
J.P. MORGAN SECURITIES LLC (Washington DC)
DC
10/26/2016 - 12/31/2020
M&T SECURITIES, INC. (WASHINGTON DC)
NY
10/01/2012 - 09/15/2016
J.P. MORGAN SECURITIES LLC (ASTORIA NY)
NY
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ASTORIA NY)
BC
Issued 04/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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