Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yeva? Claim Your ProfileYeva Logina is a financial advisor with over 5 years of experience in the financial services industry. Yeva is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been registered with the firm since November 2018. Yeva has held previous roles at Triton Pacific Securities, LLC and P.J. Robb Variable Corporation. Yeva holds a Series 63, Series 66, and Series 24 license. Yeva has specialized in providing financial advice to individuals, corporations, and other businesses. Yeva is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT BEACH CA)
CA
01/30/2023 - 10/30/2023
TRITON PACIFIC SECURITIES, LLC (IRVINE CA)
TN
03/17/2021 - 01/31/2023
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
NJ
11/19/2018 - 03/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/25/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/17/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/10/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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