Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayana? Claim Your ProfileDayana Vili Medevsky is a financial advisor who has been in the industry since June 15, 2019. Dayana is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Dayana is also registered as an Investment Advisor Representative in California and Texas. Previously, Dayana was employed at J.P. MORGAN SECURITIES LLC in San Francisco, California. Dayana holds licenses for Series 63, Series 66, and Series 7.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
04/21/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (OAKLAND CA)
CA
05/10/2019 - 05/18/2021
J.P. MORGAN SECURITIES LLC (SAN FRANCISCO CA)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/10/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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