Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Yatco Herman is a financial advisor who has been in the industry since 2017. Cecilia holds Series 6, Series 63, and SIE licenses and is currently registered with J.P. Morgan Securities LLC in California. Cecilia's previous experience includes working with NYLIFE Securities LLC. Cecilia primarily provides financial planning and portfolio management services to individuals and businesses.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
09/19/2019 - Present
J.p. Morgan Securities LLC (CORONA CA)
CA
03/14/2017 - 02/19/2019
NYLIFE SECURITIES LLC (IRVINE CA)
BC
Issued 08/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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