Unclaimed
Youri Fedak is an investment banking registered representative currently registered with J.p. Morgan Securities LLC, working out of their New York, NY office. Youri has passed the Series 79TO, Series 63 and SIE exams. Youri is currently registered in 53 states and the District of Columbia. Youri is active in the Broker-Dealer space and has over 12 years of experience in the industry.
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
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2
NY
05/13/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 06/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/15/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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