Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yulia? Claim Your ProfileYulia Migdalovich is an investment advisor representative at Edward Jones. Yulia has been in the industry since 1999 and has a strong track record of providing financial guidance and advice to individuals and families. She specializes in financial planning, portfolio management, and pension consulting. Yulia is a highly skilled professional with extensive knowledge of the financial markets and a commitment to providing her clients with the best possible service.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
10/06/2014 - Present
Edward Jones (BALLWIN MO)
MN
10/12/1999 - 10/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/12/1999 - 10/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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