Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yara? Claim Your ProfileYara Goldswell is a financial advisor registered with Fidelity Personal And Workplace Advisors. Yara has been in the industry for over 1 year. Yara holds the Series 7TO, Series 66 and SIE licenses and is registered with the Securities and Exchange Commission (SEC). Yara is licensed to provide financial advice in 53 states and 2 U.S. territories. Yara previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Yara is active in both investment advisor and broker-dealer activities. Yara is a financial advisor working at the MONROVIA branch office of Fidelity Personal And Workplace Advisors.
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.
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.
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
03/20/2024 - Present
Fidelity Personal AND Workplace Advisors (MONROVIA CA)
CA
08/22/2022 - 05/30/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST COVINA CA)
BOTH
Issued 09/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/10/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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