Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dmitriy? Claim Your ProfileDmitriy Yankelevich is an active investment advisor representative and financial planner with over 18 years of experience in the financial services industry. Dmitriy is registered with MML Investors Services, LLC and has been with the firm since February 2019. Prior to joining MML Investors Services, LLC, Dmitriy worked at AXA Advisors, LLC from January 2006 to February 2019. Dmitriy has a diverse range of experience, including securities and insurance sales. Dmitriy holds a Series 66 license, Series 24 license, Series 7 license, and the SIE exam. Dmitriy specializes in providing asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors for both individuals and businesses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
02/14/2019 - Present
MML Investors Services, LLC (New York NY)
NJ
01/01/2006 - 02/22/2019
AXA ADVISORS, LLC (SADDLE BROOK, NJ)
BOTH
Issued 01/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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