Unclaimed
Yana Goyzen is a financial professional with over 6 years of experience in the financial services industry. Yana holds a Series 6, Series 63 and SIE licenses and is registered in New York. Yana currently works with Pruco Securities, LLC, a broker-dealer firm based in Newark, NJ. Yana previously worked with NYLIFE SECURITIES LLC. Yana specializes in providing financial advice to individual investors, high net worth individuals, trusts, and estates. Yana focuses on providing comprehensive financial planning services, including investment management, retirement planning, college savings planning, and insurance planning.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from lpl enterprise, llc
1
2
NY
01/14/2019 - Present
Pruco Securities, LLC (Brooklyn NY)
NY
01/18/2017 - 01/15/2019
NYLIFE SECURITIES LLC (LAKE SUCCESS NY)
BC
Issued 03/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yana Goyzen is the right advisor for you? Invested Better is here to help.