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Tomer Yaron

Wells Fargo Securities, LLC

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About Tomer Yaron

Tomer Yaron is a financial professional who has been in the industry since March 24, 2022. Tomer is currently registered with Wells Fargo Securities, LLC in New York, New York. Tomer has passed the Series 63, Series 79TO and the SIE exams. Tomer has been registered with the state of New York since October 2, 2022. Tomer was previously employed by LOON ADVISORS LLC in Miami, Florida.

Firm Information

Tomer Yaron is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

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.

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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Tomer Yaron’s Registration & Firm History

NY

09/02/2022 - Present

Wells Fargo Securities, LLC (New York NY)

FL

03/11/2022 - 08/18/2022

LOON ADVISORS LLC (MIAMI FL)

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Licenses & Designations

BC

Issued 10/01/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 08/17/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tomer Yaron.
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