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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yadira? Claim Your ProfileYadira G Bravo is a financial advisor with over five years of experience. Yadira G Bravo is currently registered with LPL Financial LLC and has been with them since September 2024. Prior to that, Yadira G Bravo worked for J.P. MORGAN SECURITIES LLC from September 2016 to June 2021. Yadira G Bravo has passed the Series 6, Series 7TO, Series 63, and Series 65 exams. Yadira G Bravo is registered with the state of California, Arizona, New Mexico, New York and Oregon. Yadira G Bravo offers a variety of financial services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
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CA
01/02/2025 - Present
LPL Financial LLC (LOWER LAKE CA)
CA
09/14/2016 - 06/07/2021
J.P. MORGAN SECURITIES LLC (LAKEPORT CA)
IA
Issued 10/12/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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