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About Neizvest FRM Inc. |
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General Information |
| Years of Experience in Financial Services: |
12
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| Foreign Languages Serviced: |
Russian
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| Number of Years with Current Firm: |
2
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| Work with the following types of clients: |
Businesses, Individual Investors, Non-Profit Organizations, Bank
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Education |
| Academic Background |
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| Masters of Science in Accountancy
Bachelors of Science in Finance
Lean Six Sigma |
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Services |
| Investment Types: |
Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Masters in Accountancy
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| Securities Licenses: |
Series 65
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| Financial Organization Memberships: |
IMA and IIA
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Hourly
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| Minimum Portfolio Size for New Managed Accounts: |
$350,000
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