Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Venita? Claim Your ProfileVenita Yellapah is a financial advisor who has been in the industry since March 7, 2009. Venita is currently registered with UBS Financial Services Inc. and has been with UBS Financial Services Inc. since September 6, 2016. Prior to this, Venita was registered with Morgan Stanley from September 24, 2014 to September 9, 2016. Venita has held previous positions at UBS Financial Services Inc., Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Venita has passed the SIE, Series 7 and Series 63 exams. Venita is licensed in multiple states.
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.
See schedule d - miscellaneous
1
2
TX
09/06/2016 - Present
UBS Financial Services Inc. (DALLAS TX)
NY
09/24/2014 - 09/09/2016
MORGAN STANLEY (NEW YORK NY)
NY
07/29/2010 - 08/27/2014
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
TX
06/01/2009 - 06/09/2010
MORGAN STANLEY SMITH BARNEY (SOUTHLAKE TX)
TX
12/22/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SOUTHLAKE TX)
BC
Issued 05/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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