Svetlana Kaploun (CRD# 6430154) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cape May, NJ and has over 3 years of experience in the finance industry.
CRD# 2708056
Wells Fargo Advisors
CRD# 5306985
Lpl Financial LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Cape May, NJ | Feb 2023 - Current | 1 |
| Securities America Inc. | Cape May, NJ | Nov 2017 - Current | 6 |
| National Planning Corporation | Cape May, NJ | May 2015 - Nov 2017 | 2 |
| Golder Age Excell | Marlton, NJ | Oct 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2020 |
- NJ
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
-
Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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