Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yug? Claim Your ProfileYug Milinic is a financial advisor registered with TIAA-CREF Individual & Institutional Services, LLC and holds a Series 7 and Series 66 license. Yug specializes in providing financial planning and portfolio management services for individuals and businesses. Yug has been a registered representative for more than 5 years, with previous experience at Morgan Stanley, E*TRADE Securities LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Compensation from affiliates
1
2
UT
08/22/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (South Jordan UT)
UT
01/18/2023 - 08/15/2024
MORGAN STANLEY (Sandy UT)
UT
07/18/2022 - 09/05/2023
E*TRADE SECURITIES LLC (SANDY UT)
UT
08/27/2018 - 05/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAYTON UT)
BOTH
Issued 09/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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