Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Oren? Claim Your ProfileOren Yaccobe is an investment advisor representative at Fidelity Personal and Workplace Advisors. Oren has over 13 years of experience in the financial industry. Oren has worked at several firms, including Citigroup Global Markets Inc., IDB Capital Corp., and J.P. Morgan Securities LLC. Oren holds Series 6, 7, 63 and 65 licenses. Oren specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Oren also provides educational seminars. Oren's experience and expertise can help you achieve your financial goals.
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
CA
06/27/2024 - Present
Fidelity Personal AND Workplace Advisors (LOS ANGELES CA)
CA
01/10/2019 - 06/13/2024
CITIGROUP GLOBAL MARKETS INC. (Los Angeles CA)
CA
08/05/2014 - 01/11/2019
IDB CAPITAL CORP. (BEVERLY HILLS CA)
CA
10/01/2012 - 07/21/2014
J.P. MORGAN SECURITIES LLC (BEVERLY HILLS CA)
CA
05/10/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BEVERLY HILLS CA)
IA
Issued 02/11/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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