Tatyana Roshko

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 08/2017
  J.P. Morgan Securities Llc
  Miami, FL
• 08/2017 → 04/2019
  Jp Morgan Chase Bank, N.A.
  Miami, FL
• 04/2019 → 04/2021
  Unemployed
  Miami, FL
• 05/2021 → Present
  Raymond James Financial Services, Inc.
  Ft. Lauderdale, FL
• 05/2021 → Present
  Raymond James Financial Services Advisors, Inc.
  Ft. Lauderdale, FL

Previous Registrations

• 2016-02-16 → 2019-05-08
  J.P. Morgan Securities Llc
  Aventura, FL
  Aventura, FL
  Miami, FL
• 2013-02-26 → 2014-08-18
  Wells Fargo Clearing Services, Llc
  Fort Lauderdale, FL
  Fort Lauderdale, FL
  Boca Raton, FL

Other Businesses

(1) Name of Business: TR SIGNING SERVICES LLC Address: 17201 Collins Ave. Apt 1805, Sunny Isles, FL, 33160, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/20/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Notary serviced (2) Anderson Wealth Management, 17201 Collins Ave., apt 1805, Sunny Isles, FL, Support Company - Non-Owner, Associate/Employee, I/R: No 05/10/2021 HPM: 11-20 HPM trade hrs: 11-20, Duties: Administrative support

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-15
• S63 Uniform Securities Agent State Law Examination
  2010-05-28

Other Names

• Tatyana Roshko
• Tatyana Lobova