Unclaimed
Yamile Glenn is a financial advisor with Empower Advisory Group, LLC. Yamile has been in the financial services industry since 2017 and has a strong track record of providing financial planning and portfolio management services to individual clients. Yamile is registered with the state of California and is licensed to provide securities-related services in all 50 states. Yamile specializes in financial planning, portfolio management, and retirement planning. Empower Advisory Group is a registered investment adviser with a focus on providing investment advice to individuals, families, and small 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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
CA
01/28/2025 - Present
Empower Advisory Group, LLC (Sacramento CA)
CA
05/18/2022 - 06/29/2022
LPL FINANCIAL LLC (TUSTIN CA)
CA
01/23/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (TUSTIN CA)
CA
07/24/2017 - 04/18/2018
UNIONBANC INVESTMENT SERVICES, LLC (BREA CA)
IA
Issued 08/26/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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