Unclaimed
Kevin Yurko is an investment advisor representative with Private Advisor Group, LLC. Kevin has been in the industry since 2004. Kevin is registered in 31 states and has several industry certifications. Kevin is experienced in investment management and financial planning and serves a variety of clients including high-net-worth individuals, corporations and businesses, 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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
08/31/2012 - Present
Private Advisor Group, LLC (STROUDSBURG PA)
PA
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (STROUDSBURG PA)
PA
01/05/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (STROUDSBURG PA)
MN
07/02/2004 - 01/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
07/02/2004 - 01/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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