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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Abdalla Yasin is a financial advisor at Fidelity Personal And Workplace Advisors with over 20 years of experience in the financial services industry. Michael has a wide range of experience with a diverse set of clients, including high-net-worth individuals, corporations, and pension plans. Michael is registered with FINRA as a Registered Representative and is licensed as an Investment Advisor Representative in both California and Texas. Michael's areas of specialization include portfolio management, financial planning, and investment advisory services. Michael has been recognized as a leader in the industry for their strong performance and commitment to their clients.
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.
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CA
10/28/2024 - Present
Fidelity Personal AND Workplace Advisors (LARKSPUR CA)
CA
06/01/2022 - 02/07/2023
PERSHING ADVISOR SOLUTIONS LLC (San Francisco CA)
CA
05/16/2011 - 02/07/2023
PERSHING LLC (San Francisco CA)
CA
09/22/2008 - 12/10/2008
BARCLAYS CAPITAL INC. (SAN FRANCISCO CA)
CA
07/31/2007 - 09/22/2008
LEHMAN BROTHERS INC. (SAN FRANCISCO CA)
CT
08/10/2004 - 04/25/2007
FUTURETRADE SECURITIES, LLC (GREENWICH CT)
NY
04/19/2000 - 08/03/2004
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
04/19/2000 - 08/03/2004
BEAR, STEARNS SECURITIES CORP. (BROOKLYN NY)
NY
07/30/1999 - 03/07/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
CA
02/19/1999 - 05/18/1999
DISCOVER BROKERAGE DIRECT, INC. (SAN FRANCISCO CA)
NJ
12/02/1998 - 01/04/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 08/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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