Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carey? Claim Your ProfileCarey Yukich is a registered investment advisor representative with Equity Services, Inc. Carey has been in the industry since 2001 and is licensed in 16 states. Carey specializes in financial planning and portfolio management for individuals and businesses. Carey is also a registered representative with the firm and is licensed to sell securities and investment products. Carey holds the Series 6, 7, 63 and 65 licenses and the SIE. Carey is also a member of the Truewealth Advising Group, Inc. and is a co-owner and president of the firm. Carey also serves as a board member for the Legacy Foundation.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
03/25/2016 - Present
Equity Services, Inc. (CROWN POINT IN)
IN
09/29/2003 - 03/18/2016
ONEAMERICA SECURITIES, INC. (CROWN POINT IN)
NJ
08/03/2001 - 10/03/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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