Unclaimed
Yamen Fellah is a financial advisor with over 12 years of experience in the industry. Yamen is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed in several states including Arizona and Texas. Yamen previously worked for Edward Jones and Merrill Lynch. Yamen provides financial planning, investment management, and other services to individuals, businesses, and institutions. Yamen also serves on the Finance/Investment Committee of the Community Foundation of Southern Arizona. Yamen is committed to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AZ
02/22/2023 - Present
Raymond James Financial Services Advisors, Inc. (Tucson AZ)
AZ
12/02/2016 - 02/28/2023
EDWARD JONES (TUCSON AZ)
AZ
07/01/2010 - 07/20/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
BOTH
Issued 07/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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