Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilya? Claim Your ProfileIlya Yeverovich is an active investment advisor representative with Raymond James & Associates, Inc. Ilya has worked in the securities industry since June 20, 2009. Ilya is currently registered with FINRA as a general securities representative and has licenses to practice in Colorado, Florida, Illinois, Michigan, Minnesota, Nevada, New Jersey, New York, Ohio, Pennsylvania, and Texas. Ilya has passed the Series 63, Series 66, Series 7, and SIE exams. Ilya previously worked at LEUMI INVESTMENT SERVICES INC., MORGAN STANLEY, E*TRADE SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., and CHARLES SCHWAB & CO., INC. Ilya specializes in providing investment advice to a wide range of clients, including individuals, corporations, charitable organizations, insurance companies, banking or thrift institutions, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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
IL
11/12/2018 - Present
Raymond James & Associates, Inc. (Chicago IL)
IL
01/07/2015 - 08/06/2018
LEUMI INVESTMENT SERVICES INC. (CHICAGO IL)
IL
02/27/2013 - 01/16/2015
MORGAN STANLEY (DEERFIELD IL)
IL
06/23/2010 - 05/22/2012
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
12/14/2009 - 06/15/2010
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
AZ
06/20/2008 - 09/25/2009
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 07/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Ilya Yeverovich is the right advisor for you? Invested Better is here to help.
