Oksana Savich
Professional summary
Oksana Savich, who also goes by Oksana Arefyev, is a registered financial professional currently at CAMBRIDGE INVESTMENT RESEARCH, INC. located in Alpharetta, Georgia.
Oksana is registered as a RR (Registered Representative) and started their career in finance in 2003. Oksana has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Oksana Savich's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 25, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 3005 Royal Blvd. S Ste. 130, Alpharetta, GA 30022May 15, 2025 - April 3, 2026
LPL FINANCIAL LLC
March 6, 2020 - May 15, 2025
SORRENTO PACIFIC FINANCIAL, LLC
March 6, 2020 - December 9, 2025
NEXT FINANCIAL GROUP, INC.
March 4, 2020 - December 9, 2025
CUSO FINANCIAL SERVICES, L.P.
June 26, 2013 - December 9, 2025
CADARET, GRANT & CO., INC.
June 6, 2008 - April 12, 2012
GOLDMAN SACHS & CO. LLC
April 13, 2005 - May 31, 2008
SECURITIES AMERICA, INC.
November 5, 2003 - October 5, 2004
WORLD GROUP SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/25/2026)
(3/25/2026)
Exams
FINRA
Current Firm
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543 / SEC#: , 8-48740
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMBRIDGE INVESTMENT GROUP, INC. | SHAREHOLDER/HOLDING COMPANY | |
| BELL, COLLEEN MCGUIRE | PRESIDENT INNOVATION AND EXPERIENCE; DIRECTOR | 5077188 |
| BOEN, RYAN | EVP, CHIEF FINANCIAL OFFICER/FINOP, PRINCIPAL OPERATIONS OFFICER | 7842316 |
| KUHLMAN, RICHARD HENRY | SVP, CHIEF LEGAL OFFICER | 7076563 |
| MILLER, SETH AARON | PRESIDENT ADVOCACY & ADMINISTRATION; GENERAL COUNSEL; DIRECTOR | 5495508 |
| ROBBINS, TAMMY ANN | EXECUTIVE VICE PRESIDENT/CHIEF BUSINESS DEVELOPMENT OFFICER | 3125668 |
| ROLLINS, EDDIE THOMAS | EXECUTIVE VICE PRESIDENT, MANAGING DIRECTOR - BRIDGEPORT | 1523500 |
| SHAFER, ANDREA LYNN | EVP, CHIEF SUPERVISION OFFICER | 5448499 |
| STONE, CARLA JEAN | FIRST VICE PRESIDENT, FINANCE/CHIEF ACCOUNTING OFFICER | 3193985 |
| TURNER, GREGORY WALTER | EVP, CONSULTING SERVICES | 3144311 |
| VEST, VALARIE KNOBLOCK | EVP, CHIEF EXPERIENCE OFFICER | 3074142 |
| VIVACQUA, JEFFREY FRANCIS | PRESIDENT GROWTH AND DEVELOPMENT; DIRECTOR | 2608892 |
| WEBBER, AMY LYNN | CEO, SECRETARY; DIRECTOR | 1812670 |
| YOUHN, STEPHEN MICHAEL | CHIEF COMPLIANCE OFFICER | 1414691 |
Disclosures
| Regulatory Event | 13 |
| Arbitration | 4 |
Red Flags
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Company Information
CAMBRIDGE INVESTMENT RESEARCH, INC.
CRD#: 39543Alpharetta, GA 30022TRUST BUT VERIFY
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