Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yanilsa? Claim Your ProfileYanilsa Carmen Pinkus is a financial advisor at Raymond James & Associates, Inc. with over 20 years of experience in the financial services industry. Yanilsa has held previous roles at Moors & Cabot, Inc. and Wells Fargo Clearing Services, LLC. Yanilsa is registered with the state of Florida and holds a Series 7, Series 31, Series 63 and Series 66. Yanilsa specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Yanilsa is also involved in real estate.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
04/26/2022 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
10/02/2017 - 04/05/2022
MOORS & CABOT, INC. (WINTER PARK FL)
FL
04/15/2005 - 10/16/2017
WELLS FARGO CLEARING SERVICES, LLC (ORLANDO FL)
MO
07/24/2002 - 04/29/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 12/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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