Inessa M. Mischenko
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Inessa Mikaella Mischenko, who also goes by Inessa M Katzman, Katzman, Inessa Mikhaylovna Mischenko, was a registered financial professional .
Inessa is a previously registered financial professional and started their career in finance in 1999. Inessa had worked at 14 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 13, 2025 - March 12, 2026
THE COURY FIRM
January 4, 2021 - July 26, 2024
WEALTHSPIRE ADVISORS
September 25, 2019 - December 31, 2020
WEALTHSPIRE ADVISORS
March 16, 2016 - July 18, 2019
MYCIO WEALTH PARTNERS, LLC
September 18, 2015 - February 5, 2016
THRESHOLD GROUP, LLC
February 19, 2015 - April 2, 2015
DOMANI WEALTH, LLC
August 13, 2014 - February 23, 2015
PARENTEBEARD WEALTH MANAGEMENT LLC
September 23, 2008 - June 27, 2014
CONVERGENT WEALTH ADVISORS, LLC
May 13, 2008 - March 24, 2014
CITY NATIONAL SECURITIES, INC.
November 26, 2003 - May 12, 2006
VOYA FINANCIAL ADVISORS, INC.
August 25, 2003 - October 17, 2003
IDS LIFE INSURANCE COMPANY
August 25, 2003 - October 17, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
October 4, 2001 - May 31, 2002
QUASAR DISTRIBUTORS, LLC
March 21, 2001 - October 4, 2001
FIRST FUND DISTRIBUTORS, INC.
June 9, 1999 - November 2, 2000
IDS LIFE INSURANCE COMPANY
June 9, 1999 - November 2, 2000
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
THE COURY FIRM
CRD#: 289145 / SEC#: 801-112543
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
THE COURY FIRM
CRD#: 289145 / SEC#: 801-112543
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,007 |
| AUM (Assets Under Management) | $ 1,189,533,934 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
