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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuderka? Claim Your ProfileYuderka Casso is an Investment Advisor Representative at Morgan Stanley. Yuderka has been in the financial services industry for 6 years. Yuderka has a Series 63, 65, 7, 9, 10 and SIE licenses. Yuderka's office is located in Columbus, OH. Yuderka is also registered with the state of Texas as an Investment Advisor Representative. Yuderka is also registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming. Yuderka has 4 approved SRO Registrations, 1 approved FINRA Registration, and 53 approved state Registrations. Yuderka has also been registered as an Investment Advisor Representative with the state of Ohio and Texas.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
05/27/2021 - Present
Morgan Stanley (Columbus OH)
IA
Issued 05/27/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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