Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yana? Claim Your ProfileYana Sogolov is a financial advisor with Cetera Investment Advisers LLC, registered with FINRA and the states of Florida and New York. Yana has over 20 years of experience in the financial services industry. Yana is a Certified Financial Planner™ professional and specializes in providing financial planning services to individuals, families, and businesses. Yana has held previous roles with SUMMIT BROKERAGE SERVICES, INC., LEGEND EQUITIES CORPORATION, and CETERA FINANCIAL SPECIALISTS LLC. Yana is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
NY
11/28/2023 - Present
Cetera Investment Advisers LLC (PLEASANTVILLE NY)
FL
08/07/2015 - 01/28/2016
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
IL
04/24/2015 - 09/15/2015
LEGEND EQUITIES CORPORATION (Schaumburg IL)
IL
05/07/2004 - 09/15/2015
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MI
03/21/2002 - 05/05/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
09/08/2000 - 03/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MI
02/19/1999 - 08/28/2000
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/4/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/3/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/9/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 2/18/1999
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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