AdFi
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Narine Karenovna Avanesova

Investment Adviser Representative at UMB Financial Services, Inc.

Highland Ranch, COCRD #7037643Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Narine Karenovna Avanesova is an investment adviser representative with UMB Financial Services, Inc. in Highland Ranch, CO, where they have been registered since 2019, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Colorado and Kansas.

Office

1670 Broadway
Denver, CO 80202

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Colorado, Kansas
Broker:
3 states and territories

Colorado, Kansas, Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/30/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 1/11/2019
Series 7
General Securities Representative Examination
Passed 8/9/2019
SIE
Securities Industry Essentials Examination
Passed 7/22/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

UMB Financial Services, Inc.Current
8/9/2019 – Highland Ranch, CO
UMB Financial Services, Inc.Current
1/11/2019 – Denver, CO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. UMB Bank
    Dec 2008 – no end date reportedDenver, CO
  2. UMB Financial Services Inc
    Oct 2018 – no end date reportedDenver, CO

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About UMB Financial Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Self-directed investing (stocks, bonds, options, ETFs, mutual funds, brokered CDs) with no minimum; and investing with a financial professional offering personalized investment strategies, ongoing account monitoring and rebalancing via UMB Managed Account Solutions, and access to additional products including unit investment trusts, variable annuities and managed accounts, with a $50,000 minimum.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Self-directed InvestingManaged AccountsIncome InvestingGrowth InvestingDiversified PortfoliosPortfolio RebalancingFinancial PlanningRisk ToleranceETFsMutual FundsVariable Annuities

Client types the firm serves

Individuals

Firm assets under management

Under $100M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
41
Offices listed on AdvisorFinder:
15
Main office:
Kansas City, MO
SEC file number:
801-62967

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 3, 2026

View full firm profile

Other advisors at UMB Financial Services, Inc.

Showing 12 of 41 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Narine Karenovna Avanesova has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Narine Karenovna Avanesova (UMB Financial Services)