Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boris? Claim Your ProfileBoris Yu is a financial advisor with Corient, with a focus on providing comprehensive financial planning and portfolio management services. Boris has a proven track record in the industry, holding a Series 7, Series 3 and Series 66 license as well as the SIE exam. Boris also holds the Chartered Financial Analyst designation. Boris has experience in working with various clients, including high-net-worth individuals, families, corporations and charitable organizations. Boris is committed to helping clients achieve their financial goals and aspirations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NY
12/12/2022 - Present
Corient (New York NY)
NY
07/06/2012 - 06/05/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/31/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2017
Series 3 - National Commodity Futures Examination
BC
Issued 07/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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