Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yamara? Claim Your ProfileYamara M. Beck is an investment advisor representative with Cambridge Investment Research Advisors, Inc. with an office in San Antonio, TX. Yamara Beck has been in the financial services industry since December 18, 2007. Yamara Beck is a registered representative and investment advisor representative in Texas. Yamara Beck holds the Series 6, Series 63, Series 65, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
04/07/2022 - Present
Cambridge Investment Research Advisors, Inc. (San Antonio TX)
TX
05/12/2014 - 04/22/2022
LINCOLN FINANCIAL SECURITIES CORPORATION (ARLINGTON TX)
TX
12/19/2007 - 05/13/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (SAN ANTONIO TX)
IA
Issued 01/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Yamara Beck is the right advisor for you? Invested Better is here to help.
