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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 Sanchez is a financial advisor with Morgan Stanley. Yadira has been in the financial services industry since 2015. Yadira has held previous roles at Credit Suisse Securities (USA) LLC and Leumi Investment Services Inc. Yadira is licensed to sell securities in New York, New Jersey and is registered as an investment advisor in New York. Yadira specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations. Yadira also provides asset allocation advice, financial planning, and pension consulting services.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
06/16/2021 - Present
Morgan Stanley (New York NY)
NY
11/25/2019 - 02/27/2020
LEUMI INVESTMENT SERVICES INC. (NEW YORK NY)
NY
03/25/2015 - 01/25/2018
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 04/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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