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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yarilin? Claim Your ProfileYarilin Bernal is a financial advisor with over 11 years of experience in the financial services industry. Yarilin has been registered with Morgan Stanley since 2015 and previously worked at UBS Financial Services Inc., Barclays Capital Inc., and Credit Suisse Securities (USA) LLC. Yarilin is licensed to provide investment advice in 23 states and is a Series 7, 66 and SIE licensed professional. Yarilin specializes in providing asset allocation advice, financial planning, and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, and institutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/23/2020 - Present
Morgan Stanley (Coral Gables FL)
FL
12/10/2013 - 09/22/2015
UBS FINANCIAL SERVICES INC. (CORAL GABLES FL)
FL
11/30/2012 - 12/12/2013
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
10/13/2011 - 12/20/2012
CREDIT SUISSE SECURITIES (USA) LLC (MIAMI FL)
BOTH
Issued 12/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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