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Svetlana Faynblut

AFH ASSET MANAGEMENT
BEVERLY HILLS, CA 90211
Some features on this profile are disabled
CRD#: 2581056
SF

Professional summary


Svetlana Faynblut is a registered financial advisor currently at AFH ASSET MANAGEMENT, INC. located in Beverly Hills, California and OSAIC WEALTH, INC. located in Beverly Hills, California.

Svetlana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Svetlana has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. SVETLANA FAYNBLUT; INVESTMENT RELATED; 8383 WILSHIRE BLVD #641 BEVERLY HILLS CA 90211; STATUTORY AGENT; 03/20/1995; 20 HRS/MTH; 0 HRS DURING TRADING; SALE OF INSURANCE PRODUCTS. 2.MAX FRID DBA FIDELITY REALTY POSITION: Other - Independent Contractor NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1994 ADDRESS: 8159 SANTA MONICA BLVD STE 200, Los Angeles CA 90046, United States DESCRIPTION: Help clients get first mortgage when they purchase real estate. 3. AFH ASSET MANAGEMENT, INC. POSITION: RIA NATURE: Corporation - INVESTMENT RELATED: Yes NUMBER OF HOURS: 75 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2004 ADDRESS: 8383 Wilshire Blvd #348 Beverly Hills, Ca 90211, Beverly Hills CA 90211, United States DESCRIPTION: Develop and implement investment plans for clients with periodic review.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Svetlana Faynblut's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 29, 2001 - Present

AFH ASSET MANAGEMENT, INC.

Office #1: 8383 Wilshire Blvd. Suite 641, Beverly Hills, CA 90211
RIA
CRD#: 118805
BEVERLY HILLS, CA
Current

September 1, 2023 - Present

OSAIC WEALTH, INC.

Office #1: 8383 Wilshire Boulevard Suite 348, Beverly Hills, CA 90211
RIA
BD
CRD#: 23131
Beverly Hills, CA
Past

October 31, 2005 - September 1, 2023

OSAIC SERVICES, INC.

BD
CRD#: 133763
BEVERLY HILLS, CA
Past

January 26, 1995 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(9/1/2023)
IAR
California
(8/29/2001)
RR
California
(9/1/2023)
RR
Florida
(9/1/2023)
RR
Illinois
(9/1/2023)
RR
Indiana
(3/19/2024)
RR
Maryland
(9/1/2023)
RR
Massachusetts
(9/1/2023)
RR
Missouri
(9/1/2023)
RR
New Jersey
(9/1/2023)
RR
New York
(9/1/2023)
RR
Oregon
(5/30/2025)
RR
Pennsylvania
(9/1/2023)
RR
Virginia
(9/1/2023)
RR
Washington
(9/1/2023)

Exams


State Security Law Exam
IAR
Series 65
Date: 6/24/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/22/1998
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


AA
AFH ASSET MANAGEMENT, INC.
AFH ASSET MANAGEMENT, INC.

CRD#: 118805 / SEC#:

California
Registered Investment Advisory firm - (8/29/2001 Approved)
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Contact information


Main Address
8383 Wilshire Blvd. Ste. 348, Beverly Hills, CA 90211
Mailing Address
Phone number
(323) 655-1427
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AFH ASSET MANAGEMENT, INC.

CRD#: 118805Beverly Hills, CA 90211

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