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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenan? Claim Your ProfileKenan Yamaner is a financial advisor with Wells Fargo Clearing Services, LLC. Kenan has been in the industry for over 27 years. Kenan is registered as a financial advisor in Arkansas, Florida, Massachusetts, North Carolina, Pennsylvania, Texas, Utah, Virginia and Wyoming. Kenan is also registered as an Investment Advisor Representative in Pennsylvania, Texas and Virginia. Kenan has Series 3, 7, 9, 10, 31, 63, 65 and 66 licenses. Kenan has experience in the investment industry including time spent at First Union Capital Markets Corp., Josephthal & Co., Inc. and Stratton Oakmont Inc..
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.
Investment consulting services to institutional clients
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
PA
01/02/2003 - Present
Wells Fargo Clearing Services, LLC (WYOMISSING PA)
NC
02/16/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
07/17/1995 - 01/20/1998
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NY
09/08/1994 - 10/19/1994
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
BOTH
Issued 12/19/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2010
Series 3 - National Commodity Futures Examination
BC
Issued 12/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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