Unclaimed
Yedidah Raskas is a financial advisor at Wells Fargo Clearing Services, LLC. Yedidah is registered with FINRA and has been in the industry since 2006. Yedidah holds licenses for Securities Industry Essentials, Series 6, Series 7, and Series 63 examinations. Yedidah also holds a Series 65 license, allowing Yedidah to provide investment advice. Prior to joining Wells Fargo Clearing Services, Yedidah was a financial advisor at Securian Financial Services, Inc. Yedidah is experienced in providing financial planning and investment management services to individuals, businesses, and institutions. Yedidah is also a communications consultant.
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.
Investment consulting services to institutional clients
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.
1
2
MO
04/13/2009 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/16/2006 - 12/19/2007
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
IA
Issued 04/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 7 - General Securities Representative Examination
BC
Issued 10/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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