Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zoya? Claim Your ProfileZoya Lechtholz is an investment advisor representative at Ameriprise Financial Services, LLC, with over 18 years of experience in the financial industry. Zoya has held positions at several prominent financial institutions, including Wells Fargo Advisors, Oppenheimer & Co. Inc., First Republic Securities Company, LLC, and J.P. Morgan Securities LLC. Zoya is registered with the state of California as an investment advisor representative and a broker. Zoya has earned the Series 7, 9, 10, 24, 63 and 65 licenses. Zoya's areas of expertise include asset allocation services, financial planning, pension consulting, and portfolio management.
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 services
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.
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CA
03/13/2018 - Present
Ameriprise Financial Services, LLC (Los Angeles CA)
CA
08/21/2017 - 02/01/2018
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
CA
01/12/2015 - 08/21/2017
OPPENHEIMER & CO. INC. (LOS ANGELES CA)
CA
09/17/2012 - 01/12/2015
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
05/18/2011 - 04/13/2012
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
RI
06/01/2009 - 09/04/2009
MORGAN STANLEY SMITH BARNEY (PROVIDENCE RI)
RI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PROVIDENCE RI)
RI
12/10/2002 - 04/02/2007
MORGAN STANLEY DW INC. (PROVIDENCE RI)
NJ
03/05/2001 - 12/17/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 04/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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