Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yoana? Claim Your ProfileYoana Koleva is a financial advisor with over 15 years of experience in the financial services industry. She is currently registered with Lord Abbett Distributor LLC. Yoana has held prior roles at Morgan Stanley & Co. Incorporated, FAM Distributors, Inc., and Morgan Stanley DW Inc. Yoana holds the Series 63, SIE, Series 87, and Series 7 licenses. Yoana has experience in various aspects of financial services and is dedicated to providing personalized guidance to her clients.
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.
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.
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2
NJ
07/12/2011 - Present
Lord Abbett Distributor LLC (JERSEY CITY NJ)
NY
09/24/2007 - 05/18/2011
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
06/16/2005 - 10/16/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
05/31/2004 - 03/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 06/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 05/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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