Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Marcus Yamashita is a financial professional with over 15 years of experience in the securities industry. Robert is currently registered with Wedbush Securities Inc., a firm that provides a range of investment services to individuals, corporations, and institutions. Robert has held various positions at several firms throughout his career, demonstrating his broad knowledge and experience in the financial services industry. Robert holds the Series 7, Series 24, and Series 63 licenses, demonstrating his commitment to professional development and compliance with industry standards.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
08/30/2016 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
CA
09/09/2015 - 12/03/2015
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
09/09/2015 - 12/03/2015
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
02/10/2015 - 12/03/2015
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
02/10/2015 - 12/03/2015
J.P. TURNER & COMPANY, L.L.C. (El Segundo CA)
CA
02/10/2015 - 12/03/2015
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
02/10/2015 - 12/03/2015
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
01/21/2015 - 12/03/2015
FIRST ALLIED SECURITIES, INC. (El Segundo CA)
CA
02/01/2013 - 12/03/2015
CETERA ADVISORS LLC (EL SEGUNDO CA)
CA
02/01/2013 - 12/03/2015
CETERA FINANCIAL SPECIALISTS LLC (EL SEGUNDO CA)
CA
02/01/2013 - 12/03/2015
CETERA INVESTMENT SERVICES LLC (EL SEGUNDO CA)
CA
04/04/2006 - 12/03/2015
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
BC
Issued 05/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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