Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yasmin? Claim Your ProfileYasmin Lara is an investment advisor representative registered with UBS Financial Services Inc. Yasmin has been in the industry since 2017 and has previously worked at Morgan Stanley and J.P. Morgan Securities LLC. Yasmin has a strong record of experience and expertise in providing investment advice to individuals, corporations, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TX
12/08/2023 - Present
UBS Financial Services Inc. (HOUSTON TX)
TX
11/01/2022 - 12/15/2023
MORGAN STANLEY (Houston TX)
TX
04/09/2021 - 10/22/2022
J.P. MORGAN SECURITIES LLC (Houston TX)
BOTH
Issued 11/29/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/14/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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