Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yama? Claim Your ProfileYama Jamili is a financial advisor with LPL Financial LLC, a firm that manages over $50 billion in assets. Yama specializes in financial planning, portfolio management, and pension consulting. Yama has been in the financial services industry since 2007. Yama is registered to provide investment advice in Arizona, California, and Oregon. Yama is also a Certified Financial Planner. Prior to joining LPL Financial LLC, Yama worked at BANCWEST INVESTMENT SERVICES, INC. and WELLS FARGO ADVISORS, LLC. Yama has a strong track record of helping clients achieve their financial goals. Yama is committed to providing personalized service and developing long-term relationships with clients.
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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2
CA
07/19/2023 - Present
LPL Financial LLC (OAKLAND CA)
CA
05/11/2011 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (GILROY CA)
CA
10/03/2007 - 04/19/2011
WELLS FARGO ADVISORS, LLC (WALNUT CREEK CA)
BOTH
Issued 12/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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