Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Helena? Claim Your ProfileHelena Yamashita is a registered representative with Santander Securities LLC, a financial services firm based in Boston. Helena has been in the financial services industry since 2008 and has extensive experience working with individual investors and businesses. She is also registered with the state of Florida.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/07/2013 - Present
Santander Securities LLC (Miami FL)
FL
06/24/2008 - 03/16/2012
STANCHART SECURITIES INTERNATIONAL, INC. (MIAMI FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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