Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yajaira? Claim Your ProfileYajaira Serrano is an investment advisor representative at Rockefeller Financial LLC and Rockefeller Capital Management. Yajaira has been in the financial industry since 2018. Yajaira holds the Series 6, 7, 63 and 66 licenses and is registered in several states including California and Texas. Yajaira's prior experience includes working as a registered representative at Wells Fargo Clearing Services, LLC. Yajaira provides financial planning, pension consulting, and portfolio management for individuals and businesses. Yajaira's clients include high-net-worth individuals, corporations, 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.
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.
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2
CA
12/13/2022 - Present
Rockefeller Financial LLC (Los Angeles CA)
CA
04/03/2018 - 10/20/2022
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
BOTH
Issued 05/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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