Yulia Kalk
Professional Summary
Yulia Kalk is a registered financial advisor currently at VOLEON SECURITIES located in Berkeley, California and NORTH POINT MERGERS AND ACQUISITIONS, INC. located in San Francisco, California. Yulia is registered as a RR (Registered Representative) and started their career in finance in 1996. Yulia has worked at 13 firms and has passed the Series 65, Series 63, Series 7TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
NORTH POINT ADVISORS, INC. | NORTH POINT MERGERS AND ACQUISITIONS, INC. | NORTH POINT ADVISORS, LLC
Contact Information
Main Address
580 California Street, Suite 2200, San Francisco, CA 94104Mailing Address
580 California Street, Suite 2200, San Francisco, CA 94104Phone Number
(415) 358-3500Established
Delaware since 12/19/2018Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (22 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Apr 2024About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Yulia Kalk's CRS (Customer Relationship Summary).
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