Beau Yurkevicius (CRD# 7488871) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southborough, MA and has over 2 years of experience in the finance industry.
CRD# 4124104
Commonwealth Financial Network
CRD# 2054637
Securities America Advisors, Inc.
CRD# 2958582
Edelman Financial Engines
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Southborough, MA | Jan 2022 - Current | 2 |
| Massmutual Life Insurance Company | Southborough, MA | Oct 2021 - Current | 2 |
| U.s. Army Research Institute Of Environmental Medicine | Natick, MA | Jan 2020 - Oct 2021 | 1 |
| Orau | Natick, MA | Apr 2016 - Jan 2020 | 3 |
| Whittier Rehabilitation Hospital | Westborough, MA | Aug 2015 - Apr 2016 | < 1 |
| Northborough Department Of Public Works | Northborough, MA | Jun 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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