Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Luke Yevchak is a financial advisor with Kestra Private Wealth Services, LLC, a registered investment advisor. Robert has been in the financial services industry since June 1993. Robert is registered with the state of Texas as an investment advisor representative (IAR). Prior to joining Kestra, Robert was with Wells Fargo Clearing Services, LLC, where he worked from February 2006 to April 2018, and Citigroup Global Markets Inc., where he worked from April 1997 to February 2006. Robert holds the Series 63, Series 65, Series 7 and SIE licenses. Robert offers financial planning, portfolio management for individuals and businesses, pension consulting, 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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
09/01/2023 - Present
Kestra Private Wealth Services, LLC (Red Bank NJ)
NJ
02/10/2006 - 04/27/2018
WELLS FARGO CLEARING SERVICES, LLC (PARAMUS NJ)
NJ
04/28/1997 - 02/27/2006
CITIGROUP GLOBAL MARKETS INC. (RIDGEWOOD NJ)
NY
06/23/1993 - 04/29/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/13/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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