Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roya? Claim Your ProfileRoya Yeroshalmi is a financial advisor with PKS Advisory Services, LLC in Beverly Hills, California. Roya has been in the industry since 1997 and is registered with the state of California as both a Broker-Dealer and an Investment Advisor. Roya also holds licenses in New York. Roya has a wide range of experience in the financial services industry, including experience with both individual and business clients. She is also an active member of the financial community and has received a number of industry awards. Roya has a strong commitment to providing her clients with personalized financial advice and guidance.
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.
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
07/11/2016 - Present
PKS Advisory Services, LLC (BEVERLEY HILLS CA)
CO
08/02/2011 - 12/31/2012
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
08/01/2008 - 08/04/2010
NATIONWIDE SECURITIES, LLC (LOS ANGELES CA)
CA
10/20/2004 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (WOODLAND HILLS CA)
AZ
10/23/1997 - 09/15/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
DE
07/09/1998 - 01/24/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 04/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/03/2003
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Roya Yeroshalmi is the right advisor for you? Invested Better is here to help.
