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Yahaira Torres-siaca

Independent Financial Group, LLC

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About Yahaira Torres-siaca

Yahaira Torres-siaca has been in the financial industry since April 2001. Yahaira is currently registered with Independent Financial Group, LLC and holds Series 6, 7, 24, 66, and SIE licenses. Yahaira also has experience with Financial Telesis Inc, Pariter Securities, LLC, NFP Securities, Inc. and Walnut Street Securities, Inc. Yahaira specializes in financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Yahaira Torres-siaca is currently registered with Independent Financial Group, LLC. Independent Financial Group, LLC is a limited liability company formed in July 2001 and headquartered in San Diego, California. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $1 billion to $10 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and pension plans. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Independent Financial Group, LLC

12671 HIGH BLUFF DR

SAN DIEGO, CA 92130

$6.75B

Assets Under Management

270

Total Clients

524

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Yahaira Torres-siaca’s Registration & Firm History

PR

02/17/2015 - Present

Independent Financial Group, LLC (Guaynabo PR)

PR

08/20/2012 - 07/24/2014

FINANCIAL TELESIS INC (GUAYNABO PR)

PR

06/01/2009 - 08/10/2012

PARITER SECURITIES, LLC (GUAYNABO PR)

PR

03/15/2004 - 05/26/2009

NFP SECURITIES, INC. (SAN JUAN PR)

CA

04/09/2001 - 03/16/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 02/17/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/30/2017

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/04/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Yahaira Torres-siaca. Review regulatory record here.
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