Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yari? Claim Your ProfileYari Baldrich is a financial advisor with over 20 years of experience in the industry. Yari is currently registered with J.P. Morgan Securities LLC in Miami, FL. Yari has previously worked at Wells Fargo Clearing Services, LLC, IDB Capital Corp., ASD Financial Services Corp, CitiCorp Financial Services Corporation, Santander Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Popular Securities, Inc., Marketing One Securities, Inc., and Dean Witter Reynolds Inc. Yari is licensed to provide financial services in several states, including Florida, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
04/18/2022 - Present
J.p. Morgan Securities LLC (Miami FL)
FL
06/08/2010 - 11/03/2021
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
FL
10/26/2007 - 11/02/2009
IDB CAPITAL CORP. (AVENTURA FL)
FL
03/14/2006 - 06/22/2006
ASD FINANCIAL SERVICES CORP (MIAMI FL)
PR
07/16/2003 - 05/16/2005
CITICORP FINANCIAL SERVICES CORPORATION (SAN JUAN PR)
MA
02/28/2000 - 08/05/2002
SANTANDER SECURITIES (BOSTON MA)
NY
09/18/1998 - 02/28/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
PR
05/21/1997 - 08/18/1998
POPULAR SECURITIES, INC. (SAN JUAN PR)
OR
02/14/1997 - 05/21/1997
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
08/09/1994 - 01/30/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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