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Yaakov G Vanek

Wilshire Pacific Capital Advisors, LLC

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About Yaakov G Vanek

Yaakov Vanek is a financial professional with over 15 years of experience in the industry. Currently, Yaakov is registered with Wilshire Pacific Capital Advisors, LLC in Beverly Hills, CA. Yaakov's prior experience includes time spent at Fallbrook Capital Securities Corp., Equinox Securities, Inc., Xnergy Financial LLC, Zecco Trading, Inc., and Financial West Group. Yaakov holds the Series 7, 24, 27, 66, 79, SIE, and 99TO licenses and is registered in California.

Firm Information

Yaakov Vanek is currently registered with Wilshire Pacific Capital Advisors, LLC. Wilshire Pacific Capital Advisors, LLC is a Limited Liability Company formed in California on December 31, 2013. The firm is registered with the Securities and Exchange Commission and the state of California.

Not reported

Assets Under Management

Not reported

Total Clients

3

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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Yaakov Vanek’s Registration & Firm History

CA

12/01/2017 - Present

Wilshire Pacific Capital Advisors, LLC (BEVERLY HILLS CA)

CA

06/07/2013 - 05/26/2017

FALLBROOK CAPITAL SECURITIES CORP. (CALABASAS CA)

CA

11/15/2010 - 05/27/2014

EQUINOX SECURITIES, INC. (REDLANDS CA)

CA

11/03/2011 - 01/26/2012

XNERGY FINANCIAL LLC (LOS ANGELES CA)

CA

05/10/2008 - 11/05/2009

EQUINOX SECURITIES, INC. (PHELAN CA)

CA

07/26/2005 - 05/08/2008

ZECCO TRADING, INC. (ONTARIO CA)

NV

06/29/2005 - 07/22/2005

FINANCIAL WEST GROUP (RENO NV)

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Licenses & Designations

BOTH

Issued 07/18/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/27/2005

Series 27 - Financial and Operations Principal Examination

BC

Issued 08/09/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 06/27/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yaakov G Vanek.
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