Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luba? Claim Your ProfileLuba Yurchyk is a financial professional with over 20 years of experience in the industry. Luba is currently registered with U.S. Bancorp Investments, Inc. in Illinois and Florida. Luba has been registered with various firms throughout her career including HSBC Securities (USA) Inc., E*TRADE Securities LLC, J.P. Morgan Securities LLC, and Morgan Stanley. Luba holds the Series 63, 65, 7, 24, and SIE licenses. Luba has experience working with high-net-worth individuals, corporations, pension plans, and charitable organizations. Luba's specializations include portfolio management, financial planning, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
IL
08/29/2023 - Present
U.s. Bancorp Investments, Inc. (Chicago IL)
IL
10/02/2020 - 09/05/2023
HSBC SECURITIES (USA) INC. (Chicago IL)
IL
01/24/2018 - 09/30/2020
E*TRADE SECURITIES LLC (CHICAGO IL)
IL
11/07/2014 - 01/23/2018
J.P. MORGAN SECURITIES LLC (NORRIDGE IL)
IL
03/19/2013 - 02/07/2014
MORGAN STANLEY (CHICAGO IL)
NY
03/29/2010 - 07/06/2011
AVILA CAPITAL MARKETS, INC. (NEW YORK NY)
NY
02/17/2010 - 02/24/2010
JESUP & LAMONT SECURITIES CORP (NEW YORK NY)
PA
06/18/2009 - 09/09/2009
BOE SECURITIES INC. (PHILADELPHIA PA)
NY
02/28/2005 - 12/10/2007
E*TRADE CAPITAL MARKETS LLC (NEW YORK NY)
NJ
09/17/2003 - 03/08/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
05/17/2001 - 04/22/2003
ESN NORTH AMERICA, INC. (NEW YORK NY)
NY
09/09/1998 - 05/10/2001
CREDIT LYONNAIS SECURITIES (USA), INC. (NEW YORK NY)
IA
Issued 04/26/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Luba Yurchyk is the right advisor for you? Invested Better is here to help.
