Luba Yurchyk (CRD# 2771406) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Evanston, IL and has over 25 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Bancorp Investments, Inc. | Chicago, IL | Aug 2023 - Current | < 1 |
| Hsbc Securities (usa) Inc. | Arlington Heights, IL | Oct 2020 - Aug 2023 | 2 |
| Hsbc Bank Usa, N.a. | Arlington Heights, IL | Sep 2020 - Aug 2023 | 2 |
| E*trade Securities LLC | Chicago, IL | Jan 2018 - Sep 2020 | 2 |
| E*trade Capital Management LLC | Chicago, IL | Jan 2018 - Sep 2020 | 2 |
| Artus Ventures, LLC | Chicago, IL | Oct 2014 - Sep 2020 | 5 |
| J.p. Morgan Securities LLC | Chicago, IL | Oct 2014 - Jan 2018 | 3 |
| Unemployed | Chicago, IL | Feb 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1998 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2013 |
- IL
-
Total Assets Under Management15,875MILLIONS
-
Total Number of Accounts60,028ACCOUNTS
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Average Account Value$264,455
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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