Oresta Kaznovska, financial advisor Rochester NY

Oresta Kaznovska

CRD Number: 6574591
Current Firm: Ubs Financial Services Inc.

Oresta Kaznovska (CRD# 6574591) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Rochester, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Rochester, NY Apr 2021 - Current < 1
Citizens Securities Inc. Rochester, NY Jan 2019 - Apr 2021 2
Citizens Bank Rochester, NY Jan 2019 - Apr 2021 2
Citizens Bank Webster, NY Sep 2015 - Jan 2019 3
Citizens Securities, Inc. Canton, MA Sep 2015 - Jan 2019 3
Citizens Bank Rochester, NY Apr 2015 - Sep 2015 < 1
Citizens Bank Rochester, NY Jul 2014 - Apr 2015 < 1
Bcbg Maxazaria Victor, NY Sep 2013 - Jul 2014 < 1
Monroe Community College Rochester, NY May 2012 - Dec 2013 1
Penfield High School Penfield, NY Jan 2011 - May 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2016
S65 NASAA Investment Advisors Law Examination Jan 2019
Contact Info for Oresta M. Kaznovska
Phone Number: 201-352-3000
Registered State(s):
  • NJ
  • NY
By the Numbers
  • Total Assets Under Management
    572,471
    MILLIONS
  • Total Number of Accounts
    1,003,533
    ACCOUNTS
  • Average Account Value
    $570,455
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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