Unclaimed
Yanick Kolbjornsen Midyette is a financial advisor with J.P. Morgan Securities LLC. Yanick has over 20 years of experience in the financial services industry, specializing in providing financial planning and portfolio management services to individuals, businesses, and institutions. Yanick holds Series 4, 6, 7, 9, 10, 24, 31, 63, and 65 licenses and has been registered with FINRA and the SEC since 1998. Prior to joining J.P. Morgan Securities LLC, Yanick worked at RBC Capital Markets, LLC, Morgan Stanley, Fidelity Brokerage Services LLC, SunTrust Investment Services, Inc., HSBC Securities (USA) Inc., and Citigroup Global Markets Inc.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
05/10/2019 - Present
J.p. Morgan Securities LLC (Columbus OH)
CA
07/19/2017 - 05/08/2019
RBC CAPITAL MARKETS, LLC (BEVERLY HILLS CA)
CA
03/28/2016 - 07/12/2017
MORGAN STANLEY (BEVERLY HILLS CA)
NY
05/09/2014 - 03/10/2016
FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)
GA
12/02/2013 - 05/06/2014
SUNTRUST INVESTMENT SERVICES, INC. (NORCROSS GA)
FL
02/26/2009 - 09/20/2013
HSBC SECURITIES (USA) INC. (MIAMI FL)
FL
09/07/2000 - 02/10/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
TX
11/02/1999 - 08/31/2000
STANFORD GROUP COMPANY (HOUSTON TX)
NC
09/09/1998 - 09/22/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2020
Series 24 - General Securities Principal Examination
BC
Issued 06/24/2019
Series 4 - Registered Options Principal Examination
BC
Issued 07/30/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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