Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yanet? Claim Your ProfileYanet Loungo is a financial advisor who is registered with the state of North Carolina and is currently employed by Alight Financial Solutions, LLC. Yanet is a Series 6 and Series 63 licensed professional. Yanet holds a SIE certification as well. Before joining Alight Financial Solutions, LLC Yanet was employed by FIRST CITIZENS INVESTOR SERVICES, INC. and WELLS FARGO CLEARING SERVICES, LLC. Yanet has been in the financial industry since 2018.
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.
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.
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2
NC
03/24/2022 - Present
Alight Financial Solutions, LLC (CHARLOTTE NC)
SC
09/26/2018 - 02/11/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (COLUMBIA SC)
SC
05/30/2018 - 09/17/2018
WELLS FARGO CLEARING SERVICES, LLC (COLUMBIA SC)
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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