Invested Better
Unclaimed

Unclaimed

Unclaimed

Yari Josefina Mejia

Seiler & Associates, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Yari? Claim Your Profile

About Yari Josefina Mejia

Yari Josefina Mejia is a registered Investment Advisor Representative in California. Yari is associated with Seiler & Associates, LLC in Pasadena, California and has been in the industry since 2012. In addition to their role at Seiler & Associates, LLC, Yari also works as a Staff Accountant for Seiler & Associates Certified Public Accountants, providing accounting, estate planning, and tax preparation services. Yari specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Yari Mejia is currently registered with Seiler & Associates, LLC. Seiler & Associates, LLC is a Registered Investment Advisor that provides financial planning and portfolio management services to individuals, businesses, and high-net-worth clients. The firm manages over $54 million in assets and has a team of three investment advisor representatives.

$54.70M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Yari Mejia’s Registration & Firm History

CA

12/08/2016 - Present

Seiler & Associates, LLC (PASADENA CA)

Not sure if Yari Josefina Mejia is right for you?

Licenses & Designations

IA

Issued 12/08/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yari Josefina Mejia.
Not sure if Yari Josefina Mejia is right for you?