Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarence? Claim Your ProfileClarence Yee is a financial advisor with over 50 years of experience in the industry. Clarence is currently registered with American Investors Co. and has been with the firm since 1972. Clarence has a wide range of experience in the financial industry, including experience working with American Investors Co., Goodwin & Company, Inc. and WestAmerica Financial Corporation. Clarence holds a variety of licenses and designations, including Series 63, Series 14, Series 53, Series 24, Series 00, Series 7TO, Series 52TO, Series 99TO, SIE, and Series 1. Clarence specializes in providing financial advice to individuals, families, and businesses. Clarence also provides financial planning services, portfolio management, and selection of other advisors.
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.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
07/08/1997 - Present
American Investors Co. (SAN RAMON CA)
NA
10/29/1971 - 09/16/1972
GOODWIN & COMPANY, INC.
NA
03/06/1970 - 12/14/1971
WESTAMERICA FINANCIAL CORPORATION
BC
Issued 01/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/19/1970
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1959
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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