Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vitaliy? Claim Your ProfileVitaliy Yakimyuk is a financial advisor with U.S. Bancorp Investments, Inc. in Eagle, ID. Vitaliy has been in the industry since June 25, 2019. Vitaliy holds Series 63, 65, and 7 licenses along with the SIE.
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
ID
11/20/2023 - Present
U.s. Bancorp Investments, Inc. (Eagle ID)
ID
06/26/2019 - 12/07/2023
WELLS FARGO CLEARING SERVICES, LLC (EAGLE ID)
IA
Issued 08/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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