Unclaimed
Yury Fridman is a financial advisor with Ameriprise Financial Services, LLC. Yury has been in the financial industry since January 9, 2006. Yury has a Series 66 license and is registered in 31 states. Yury is also registered as an Investment Advisor Representative in Texas and Ohio. Yury provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses. Yury is also a registered representative of Ameriprise Financial Services, Inc.
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.
Asset allocation services
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
OH
06/15/2020 - Present
Ameriprise Financial Services, LLC (HUDSON OH)
OH
05/23/2012 - 04/03/2019
AXA ADVISORS, LLC (BROADVIEW HEIGHTS OH)
OH
07/20/2005 - 11/30/2011
AMERIPRISE FINANCIAL SERVICES, INC. (AKRON OH)
MN
07/20/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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