Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yadira? Claim Your ProfileYadira Luna is a financial advisor with Fidelity Personal And Workplace Advisors in Sunnyvale, California. Yadira has over 8 years of experience in the financial services industry. Yadira is registered as a broker-dealer and an investment advisor representative. Yadira holds Series 6, 7, 63 and 65 licenses. Yadira specializes in portfolio management for individuals and businesses. Yadira is committed to providing 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
11/15/2023 - Present
Fidelity Personal AND Workplace Advisors (SUNNYVALE CA)
CA
10/22/2020 - 01/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
CA
04/14/2015 - 05/04/2020
AMERICAN CENTURY INVESTMENT SERVICES INC. (MOUNTAIN VIEW CA)
IA
Issued 10/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Yadira Luna is the right advisor for you? Invested Better is here to help.
