Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yasasri? Claim Your ProfileYasasri Umesha Weerasuriya is a financial advisor at Creative Planning with experience in the financial services industry. Yasasri has a strong background in financial planning, portfolio management, and investment advisory services. She is a Certified Financial Planner and holds Series 7TO, Series 63, and Series 65 licenses. Yasasri has worked with a variety of clients, including high-net-worth individuals, families, and businesses. She is committed to providing personalized financial advice and helping her clients achieve their financial goals.
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.
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.
1
2
KS
02/12/2025 - Present
Creative Planning (OVERLAND PARK KS)
CA
01/29/2019 - 01/28/2021
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
BC
Issued 02/12/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Yasasri Weerasuriya is the right advisor for you? Invested Better is here to help.
