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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yali? Claim Your ProfileYali Sheneman is an investment advisor representative with Cetera Investment Advisers LLC. Yali has been in the securities industry since December 2, 2011, and has experience in various financial services firms. Yali is registered with the state of Washington as both a broker-dealer and an investment advisor. Yali is also licensed to sell securities in Washington. Yali has held positions at several firms, including Key Investment Services LLC, LPL Financial LLC, and Cetera Investment Services LLC. Yali has a strong background in financial planning and portfolio management and provides advisory services to individuals, businesses, and pension plans.
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.
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
WA
11/01/2022 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
09/25/2017 - 05/05/2020
CETERA INVESTMENT SERVICES LLC (SEATTLE WA)
WA
02/28/2017 - 09/25/2017
LPL FINANCIAL LLC (SEATTLE WA)
WA
04/03/2013 - 02/28/2017
CETERA INVESTMENT SERVICES LLC (SEATTLE WA)
WA
10/12/2011 - 03/22/2013
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
IA
Issued 10/31/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/16/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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