Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jess? Claim Your ProfileJess Yourkavitch is a financial advisor with LPL Financial LLC. Jess has been in the financial industry since 2009. Jess is registered with the state of Pennsylvania as a Broker-Dealer and an Investment Advisor. Jess is also registered with the state of Delaware as a Broker-Dealer and with the state of Florida as a Broker-Dealer. Jess has passed the Series 6, 7, 63, 66, and SIE exams. Jess has worked for several firms in the past, including Cetera Investment Services LLC, BB&T Investment Services, Inc., Wachovia Securities, LLC, and Riverview Bank. Jess also has experience working with Susquehanna Bank.
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.
Consulting and other non-discretionary advisory services
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
PA
10/21/2020 - Present
LPL Financial LLC (READING PA)
PA
12/15/2017 - 08/05/2020
CETERA INVESTMENT SERVICES LLC (TEMPLE PA)
PA
03/21/2016 - 12/15/2017
LPL FINANCIAL LLC (TEMPLE PA)
PA
11/04/2015 - 03/16/2016
BB&T INVESTMENT SERVICES, INC. (TEMPLE PA)
PA
01/18/2011 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (TEMPLE PA)
PA
07/17/2006 - 02/27/2008
WACHOVIA SECURITIES, LLC (REAMSTOWN PA)
BOTH
Issued 02/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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