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Youlree Im

Solebury Capital LLC

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About Youlree Im

Youlree Im is a financial professional with Solebury Capital LLC. Youlree is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered representative in Connecticut and Pennsylvania. Youlree has been in the industry since 2007 and has passed multiple securities exams, including the Series 7, Series 24, Series 63, and Series 99TO. Youlree is dedicated to providing their clients with personalized financial advice and investment guidance.

Firm Information

Youlree Im is currently registered with Solebury Capital LLC. Solebury Capital LLC is a Limited Liability Company that was formed on May 16, 2005. The firm is registered in California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Ohio, and Pennsylvania and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Youlree Im’s Registration & Firm History

PA

07/02/2007 - Present

Solebury Capital LLC (NEW HOPE PA)

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Licenses & Designations

BC

Issued 11/28/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2008

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Youlree Im.
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