Unclaimed
Mila Yankova is a financial advisor with over 18 years of experience in the industry. Mila is currently registered with Capital Client Group, Inc. Mila has held previous roles at Barclays Capital Inc. and Lehman Brothers Inc.. Mila holds the Series 63, Series 24, SIE and Series 7 licenses and is a Chartered Financial Analyst.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
NY
08/16/2024 - Present
Capital Client Group, Inc. (New York NY)
NY
09/22/2008 - 09/05/2019
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
09/13/2005 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 09/06/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mila Yankova is the right advisor for you? Invested Better is here to help.