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Malena Rose hassan Yatim

Destination Wealth Management

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About Malena Rose hassan Yatim

Malena Yatim is a financial advisor registered with the state of California. Malena has been in the industry since 2011. She is currently affiliated with Destination Wealth Management in Walnut Creek, California. Previously Malena worked for Protected Investors of America and FSC Securities Corporation. Malena holds the Series 63, Series 65, Series 7, and the SIE securities licenses. Malena focuses on financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Malena Yatim is currently registered with Destination Wealth Management. Destination Wealth Management is an investment advisory firm based in Walnut Creek, California. They manage approximately $3.7 billion in assets for a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm offers financial planning and portfolio management services.
Destination Wealth Management

1255 TREAT BOULEVARD

WALNUT CREEK, CA 94597

$3.70B

Assets Under Management

4

Total Clients

33

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Malena Yatim’s Registration & Firm History

CA

11/20/2018 - Present

Destination Wealth Management (WALNUT CREEK CA)

CA

03/19/2014 - 10/02/2015

PROTECTED INVESTORS OF AMERICA (WALNUT CREEK CA)

CA

10/07/2013 - 01/24/2014

FSC SECURITIES CORPORATION (SAN RAMON CA)

CA

08/02/2013 - 08/22/2013

FSC SECURITIES CORPORATION (SAN RAMON CA)

CA

07/27/2011 - 05/23/2012

LPL FINANCIAL LLC (BERKELEY CA)

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Licenses & Designations

IA

Issued 11/19/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/15/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Malena Rose hassan Yatim.
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