Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yamila? Claim Your ProfileYamila Nicole Spak is a registered representative with Valley Financial Management, Inc. Yamila has been in the industry since March 2022. Yamila is licensed to provide securities and investment advisory services in Florida. Yamila holds the Series 7TO and SIE licenses. Valley Financial Management, Inc. is a financial services firm that provides investment advisory services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/29/2022 - Present
Valley Financial Management, Inc. (AVENTURA FL)
BC
Issued 03/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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