Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yuliya? Claim Your ProfileYuliya Brown is a financial advisor at Farther Finance Advisors. Yuliya has been working in the financial services industry since 2014. Yuliya holds the Series 66, Series 7TO and SIE licenses. Yuliya is also a Certified Financial Planner.
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.
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.
1
2
CA
06/24/2023 - Present
Farther (San Diego CA)
CA
09/27/2022 - 03/21/2023
LPL FINANCIAL LLC (ESCONDIDO CA)
CA
08/29/2019 - 09/06/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN DIEGO CA)
BOTH
Issued 09/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Yuliya Brown is the right advisor for you? Invested Better is here to help.
