Unclaimed
Denethia Yebernetsky is a registered representative with Fidelity Personal And Workplace Advisors, an investment firm with approximately $1 billion - $10 billion in assets under management. Denethia has been in the industry for 29 years and is currently registered in 42 states. Denethia's areas of focus include portfolio management for individuals and businesses, financial planning and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
04/05/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN ANTONIO TX)
TX
11/23/2015 - 06/14/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
08/14/2006 - 01/08/2015
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/29/2013 - 04/29/2014
AIG CAPITAL SERVICES, INC. (HOUSTON TX)
TX
04/30/2004 - 06/27/2006
AMREIT SECURITIES COMPANY (HOUSTON TX)
TX
12/20/1999 - 06/12/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
03/01/1999 - 12/03/1999
BANK UNITED SECURITIES CORP. (HOUSTON TX)
TX
02/14/1992 - 02/12/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
NY
12/24/1990 - 08/12/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NJ
10/17/1990 - 12/14/1990
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
BOTH
Issued 05/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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