Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Youakim is a financial advisor with over 20 years of experience in the industry. Michael is registered with Fifth Third Securities, Inc. in Illinois and Oklahoma and has a wide range of experience, offering advisory services such as financial planning, portfolio management for businesses and individuals, and selection of other advisors. Michael is also a Certified Financial Planner. Michael has previously worked at Associated Investment Services, Inc., Chase Investment Services Corp., H&R Block Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and TD Waterhouse Investor Services, Inc.
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.
Sponsor wrap fee program
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.
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2
IL
06/11/2024 - Present
Fifth Third Securities, Inc. (WOODRIDGE IL)
IL
01/10/2011 - 03/19/2012
ASSOCIATED INVESTMENT SERVICES, INC. (AURORA IL)
IL
06/14/2007 - 01/06/2011
CHASE INVESTMENT SERVICES CORP. (WHEATON IL)
IL
02/06/2006 - 06/29/2007
ASSOCIATED INVESTMENT SERVICES, INC. (AURORA IL)
MI
06/07/2004 - 02/08/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
05/16/2003 - 06/07/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
10/16/2001 - 04/21/2003
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NE
02/12/2001 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 12/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/7/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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