Logan K. Yonavjak
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Logan Kaye Danielle Yonavjak, who also goes by Logan Yonavjak, was a registered financial professional .
Logan is a previously registered financial professional and started their career in finance in 2021. Logan had worked at 3 firms and has passed the Series 63, Series 65, Series 82TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 15, 2024 - February 28, 2025
HIP INVESTOR, INC.
February 11, 2022 - January 2, 2023
FINALIS SECURITIES LLC
March 2, 2021 - March 30, 2022
PROVENANCE CAPITAL GROUP
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 82TO
Date: 2/11/2022
Limited Representative-Private Securities OfferingsCurrent Firm
HIP INVESTOR, INC.
CRD#: 149825 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 80 |
| AUM (Assets Under Management) | $ 22,131,935 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
