Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yurij? Claim Your ProfileYurij Szelewycz is a financial advisor with Prospera Financial Services, Inc.. Yurij has been in the financial services industry since 1996 and has been a registered representative since 1995. Yurij has a strong background in financial planning and portfolio management. Yurij is a Registered Representative of LPL Financial, LLC. Yurij is also a registered investment advisor. Yurij is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
Percentage of assets under review
1
2
TX
07/21/2023 - Present
Prospera Financial Services, Inc. (DALLAS TX)
KS
11/12/2021 - 07/19/2023
LPL FINANCIAL LLC (LAWRENCE KS)
KS
04/07/2009 - 08/24/2021
WADDELL & REED (OVERLAND PARK KS)
NE
07/25/2003 - 03/25/2009
SCOTTRADE, INC. (OMAHA NE)
TX
02/13/1997 - 07/25/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
09/26/1995 - 01/14/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/12/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/29/2010
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 03/11/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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