Unclaimed
Elijah Yurkin is an investment advisor representative with Osaic Wealth, Inc. Elijah has been in the securities industry since August 17, 2015 and has held registrations with various firms, including Securities America, Inc. and R.M. Stark & Co., Inc. Elijah has a Series 7, Series 63, and Series 65 securities licenses as well as a SIE product license. Elijah has experience providing financial planning, pension consulting, and educational seminars. Elijah is currently registered in the states of Florida, Georgia, Iowa, Kentucky, Maryland, Nebraska, Nevada, North Carolina, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia. Elijah specializes in providing financial planning services for individuals, families, and businesses. Elijah also has experience working with high-net-worth individuals. Elijah's clients have access to a variety of investment products and services, including mutual funds, stocks, bonds, and ETFs. Elijah is committed to providing his clients with personalized financial advice and guidance.
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.
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2
VA
06/14/2024 - Present
Osaic Wealth, Inc. (HAMPTON VA)
VA
09/29/2015 - 06/14/2024
SECURITIES AMERICA, INC. (HAMPTON VA)
NC
06/26/2013 - 08/06/2013
R.M. STARK & CO., INC. (CHARLOTTE NC)
BC
Issued 06/13/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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