Unclaimed
Zoriy Reznikov is a financial advisor with Fidelity Personal AND Workplace Advisors. Zoriy has over 20 years of experience in the financial services industry. Zoriy is registered to provide investment advice in 34 states and is a registered representative of FINRA. Zoriy is a Series 7, 24, 55 and 66 licensed advisor. Zoriy works with individuals, families, and businesses to help them achieve their financial goals. Zoriy provides a wide range of financial planning and investment services.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
06/09/2011 - 01/27/2012
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
01/20/2011 - 06/09/2011
ASSOCIATED INVESTMENT SERVICES, INC. (THIRD LAKE IL)
IL
08/17/2010 - 01/12/2011
CHASE INVESTMENT SERVICES CORP. (WAUCONDA IL)
IL
10/21/2002 - 08/04/2010
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
10/23/2001 - 08/05/2002
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
NY
03/20/2000 - 10/30/2001
SCHONFELD SECURITIES, LLC (JERICHO NY)
IL
02/01/1999 - 03/31/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
07/09/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
09/05/1997 - 03/27/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/24/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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